TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/10/2025
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Official data from USPTO
BALANCE WELLBEING
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
BALANCE WELLBEING
ST13
US500000098133730Class
36, 41, 42
Filing
98133730
Registration
7748316
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
23
Latest update
09/17/2025
Trademark type
Word
Nice classes
36, 41, 42
Filing date
08/15/2023
Registration date
04/01/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/01/2025
Last transaction
09/17/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
2023-11-00
First use in commerce
2023-11-00
Drawing code
4
Owner type
03
Owner location
New York, NY
Examiner
WOOD, CAROLINE
Law office
M10
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
New York Life Insurance Company
Representatives
Jennifer M. Mikulina McDermott Will & Schulte LLP
Technical classification
Nice Classes
Class 36Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial serviceswealth management services; financial advising; investment advisory and management services; Life and health insurance and annuity underwriting services; financial analysis and consulting services; financial planning services; fund investment consultation; investment management
Class 41
Conducting workshops and seminars in the fields of financial servicesfinancial planningwealth managementinvestment advisementinvestment managementinsurance services
Class 42
Platform as a service (PAAS) featuring computer software platforms for use in connection with financial servicesfor financial planningfor wealth managementfor investment advisementfor investment managementfor providing insurance information
Publications
History of USPTO decisions and trademark events.
23 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/10/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/10/2025
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
04/01/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
04/01/2025
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
03/07/2025
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
03/07/2025
SUPC
STATEMENT OF USE PROCESSING COMPLETE
02/14/2025
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
02/13/2025
IUAF
USE AMENDMENT FILED
12/02/2024
EISU
TEAS STATEMENT OF USE RECEIVED
12/02/2024
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
08/06/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/11/2024
PUBO
PUBLISHED FOR OPPOSITION
06/11/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/22/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/04/2024
XAEC
EXAMINER'S AMENDMENT ENTERED
04/22/2024
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
04/22/2024
GNEA
EXAMINERS AMENDMENT E-MAILED
04/22/2024
CNEA
EXAMINERS AMENDMENT -WRITTEN
04/22/2024
DOCK
ASSIGNED TO EXAMINER
04/15/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/13/2023
NWAP
NEW APPLICATION ENTERED
08/18/2023
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