TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/24/2026
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Official data from USPTO
HALO
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
26
Latest update
04/24/2026
Trademark type
Combined
Nice classes
36, 42
Filing date
07/12/2022
Registration date
06/25/2024
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/25/2024
Last transaction
04/24/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
2016-11-00
First use in commerce
2016-11-00
Drawing code
3
Owner type
03
Owner location
Chicago, IL, US
Examiner
OH, WON TEAK
Law office
M50
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of the wording HALO in stylized form with a stylized a solid circle appearing directly above the "O".
Holders and representatives
Holders
Halo Investing, Inc.
Halo Investing, Inc.
Representatives
Hillary E. Maynard POLSINELLI PC
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Provision of protective investment consultation for financial planning professionals; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for others; Investment by electronic means; Investment consultancy; Investment advisory services; Provision of online financial informationresearch and investment recommendations for financial planning professionals; Investment management servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial analysis and consultation; Providing financial information in the field of financial planning and investment for financial planning professionals; Providing financial information pertaining to financial tools and products for financial planning professionals; Financial servicesfinancial managementconsultation and advice in the field of alternative investments
Class 42
Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals to trackmonitormanage investment portfolios; Platform as a Service (PaaS) featuring computer software platform for investment portfolio selectionconstructionmonitoringreportingmanagement; Platform as a Service (PaaS) featuring computer software platform for managing investments; Platform as a Service (PaaS) featuring computer software platform for use in the fields of financial managementinvestment trackingportfolio analysisportfolio managementinvestment reportinginvestment performance measurement; Platform as a Service (PaaS) featuring computer software platform that allows users to researchanalyzeinvest in annuitiesbuffer EFTsstructured notesalternative investments; Platform as a Service (PaaS) featuring computer software platform that allows users to manage and administer investments; Platform as a Service (PaaS) featuring computer software platform that allows banksissuersfinancial institutions to sell annuitiesETFsstructured notesalternative investments to financial planning professionals and their clients; Providing on-line non-downloadable software in the nature of a financial technology software platform for providing informationanalysismanagement and administration services in the field of investments; Platform as a Service (PaaS) featuring computer software platform that enables investors to selectissue and monitor financial products; Platform as a Service (PaaS) featuring computer software platform that provides protective investment solutions for financial planning professionals; Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals draft proposals; Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals to draft and deliver customized financial planning strategies and asset management and investment advice
Publications
History of USPTO decisions and trademark events.
26 publications found
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
03/24/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
03/24/2026
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
06/25/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
06/25/2024
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
05/23/2024
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
05/23/2024
SUPC
STATEMENT OF USE PROCESSING COMPLETE
04/26/2024
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
04/25/2024
IUAF
USE AMENDMENT FILED
04/04/2024
EISU
TEAS STATEMENT OF USE RECEIVED
04/04/2024
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
10/10/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/15/2023
PUBO
PUBLISHED FOR OPPOSITION
08/15/2023
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/26/2023
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/07/2023
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/08/2023
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/07/2023
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/07/2023
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
04/29/2023
GNRT
NON-FINAL ACTION E-MAILED
04/29/2023
CNRT
NON-FINAL ACTION WRITTEN
04/29/2023
DOCK
ASSIGNED TO EXAMINER
04/26/2023
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
08/02/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/01/2022
NWAP
NEW APPLICATION ENTERED
07/15/2022
Continuous trademark protection
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