NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
08/12/2025
Back to search
Official data from USPTO
IT TAKES BALANCE
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: WordOffice: United States
Quick snapshot
IT TAKES BALANCE
ST13
US500000097421785Class
9, 16, 35, 36, 41, 42, 45
Filing
97421785
Registration
7892348
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
43
Latest update
08/12/2025
Trademark type
Word
Nice classes
9, 16, 35, 36, 41, 42, 45
Filing date
05/20/2022
Registration date
08/12/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/12/2025
Last transaction
08/12/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
05/25/2021
First use in commerce
05/25/2021
Drawing code
4
Owner type
16
Owner location
Minneapolis, MN
Examiner
FAUCETTE,MAX CLIFFORD STE
Law office
L70
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
CLA Trademarks Holding Company LLC
Representatives
Chad W. Swantz Suiter Swantz pc llo
Technical classification
Nice Classes
Class 9Class 16Class 35Class 36Class 41Class 42Class 45
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance drivers ; downloadable customized software programa value added analysis calculator
Class 16
Printed materialsnewslettersreportsguides and manuals in the field of accountingauditingtaxbusinessfinancial management and analysis
Class 35
Accounting services for business; general financial ledgerbookkeeping and financial statement preparation services; payroll preparation and financial record-keeping services for others for the purpose of accounting and business records auditing; business assurance services for othersaccount and business records auditingaccountancyreviewing of accountscompilation of account information and computer databases for preparing financial statementspreparation of prospective financial statementsinternal account auditing services and internal account control reviewingmonitoringreviewing and reporting controls to prevent internal accounting fraudfinancial statement analysis and accounting adviceattestation services in the nature of preparing business reports regarding review of financial or business documentspolicies or procedures; business succession planning services; tax planning and tax compliance servicesmanagement of tax files; corporate business servicesconsultation regarding mergers and acquisitionsdivestiturescorporate business planning; forensic accounting services; business management consulting services; business planning services; general business consulting in the fields of assistance with budgetsfinancial records managementeconomic forecastingcash flow forecastingbusiness strategic planning; international servicesaccount auditing and accounting bookkeeping servicestax planning and tax compliance; tax servicestax consulting and tax preparation servicestax return preparationtrust tax preparation servicesstate and local tax (SALT) consulting; consulting servicesbusiness consultation services in the field of E- Businesses; executive search services; outsourcing services; financial outsourcing servicesarranging service contracts for others in the field of fractional accounting and finance leadershipinterim accounting and finance executive services; providing customized accounting solutionsproviding temporary personnel for assistance and project management; vendor management services for selecting vendors for clientsmanaging and monitoring vendor-client relationshipsassessing vendor risks
Class 36
Financial investment servicesasset management services; administrationconsulting and investment consulting and advice regarding employee financial benefits; estate planning services; financial planning services; insurance consulting serviceslife insurance policy reviewexecutive long-term care insurance planningqualified retirement plan planningsupplemental disability insurance planningnon-qualified deferred compensation plan planning and administration; retirement planning servicesfinancial planning for retirement; financial forecasting in the field of cash flow; international corporate financial planning services; financial valuation of personal propertyestate valuation; business and property valuation services in the field of bankruptcy; valuation servicesbusiness and personal property valuations; real estate consultationconsultation with respect to real estate acquisitiondivestituresmanagement and processesreal estate loan financingreal estate appraisal; financial risk management services; financial consulting servicesproviding a financial planning process which identifies and models the financial impacts of an organization's key business performance drivers and provides financial performance projections assuming various combinations of success related to the key business performance drivers; designadministration and audits of employee benefit plans concerning insurance and financial services; insurance consultation
Class 41
Training in the use and operation of computer hardware and software; education servicesconducting coursesseminarsconferencesworkshops and classes in the field of accountingauditingtaxmanagement consultingbusinessfinancial management and analysisinformation technology and online business activities and operations anddeveloping and distributing educational materials in connection therewith
Class 42
Consulting services regarding accounting software selectionimplementation of accounting software; technology consulting services in the field of technology planning regarding computerssoftwareoffice equipmentcommunications equipmentnetworks; consulting services in the field of designselectionimplementation and use of computer hardware and software systems for others; consultation regarding business software and computer networks; installation of computer software; computer network technical support servicesperforming computer network systems monitoringcomputer network system auditscomputer network system inventoryregularly scheduled computer network system maintenance; providing temporary use of an on-line non-downloadable customized software program that allows interactive modeling of future financial performance projections assuming various combinations of success related to an organization's key business performance drivers; managed service provider (MSP) servicesremote management of IT systems of others
Class 45
Litigation support serviceslegal discovery and pre-trial analysisexpert witness services in legal matters in the fields of litigation or forensic investigations; litigation support services
Publications
History of USPTO decisions and trademark events.
43 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
08/12/2025
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
07/24/2025
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
07/24/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/03/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/03/2025
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
06/03/2025
XELG
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
02/26/2025
XELR
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
02/26/2025
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
12/03/2024
GNFR
FINAL REFUSAL E-MAILED
12/03/2024
CNFR
SU - FINAL REFUSAL - WRITTEN
12/03/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/08/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/08/2024
ALIE
ASSIGNED TO LIE
11/08/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
08/23/2024
XELG
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
08/20/2024
XELR
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
08/20/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/20/2024
GNRT
NON-FINAL ACTION E-MAILED
05/20/2024
CNRT
SU - NON-FINAL ACTION - WRITTEN
05/20/2024
SUPC
STATEMENT OF USE PROCESSING COMPLETE
04/15/2024
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
04/13/2024
IUAF
USE AMENDMENT FILED
03/25/2024
EISU
TEAS STATEMENT OF USE RECEIVED
03/25/2024
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
02/21/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/21/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/21/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/21/2024
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
09/26/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/01/2023
PUBO
PUBLISHED FOR OPPOSITION
08/01/2023
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/12/2023
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/28/2023
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/06/2023
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/06/2023
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/06/2023
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/10/2023
GNRT
NON-FINAL ACTION E-MAILED
03/10/2023
CNRT
NON-FINAL ACTION WRITTEN
03/10/2023
DOCK
ASSIGNED TO EXAMINER
03/09/2023
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/26/2022
NWAP
NEW APPLICATION ENTERED
05/24/2022
Continuous trademark protection
Get notified about every new filing that threatens IT TAKES BALANCE or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.