TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/11/2025
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Official data from USPTO
BALANCE WEALTH ADVISORS
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
BALANCE WEALTH ADVISORS
ST13
US500000098470426Class
36
Filing
98470426
Registration
7773932
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
21
Latest update
08/16/2025
Trademark type
Word
Nice classes
36
Filing date
03/27/2024
Registration date
04/29/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/29/2025
Last transaction
08/16/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
12/01/2014
First use in commerce
12/01/2014
Drawing code
4
Owner type
16
Owner location
Wellesley, MA
Examiner
RUIZ, AMANDA
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
BWA LPW LLC
Representatives
Daniel J. Larson Fresh IP PLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial consulting; Financial advisory services; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial risk assessment services; Strategic corporate financial advisory services
Publications
History of USPTO decisions and trademark events.
21 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/11/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/11/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/01/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/01/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/01/2025
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
04/29/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
04/29/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/11/2025
PUBO
PUBLISHED FOR OPPOSITION
03/11/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/05/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/14/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/14/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/14/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/14/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/15/2024
GNRT
NON-FINAL ACTION E-MAILED
10/15/2024
CNRT
NON-FINAL ACTION WRITTEN
10/15/2024
DOCK
ASSIGNED TO EXAMINER
10/07/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/02/2024
NWAP
NEW APPLICATION ENTERED
03/27/2024
Continuous trademark protection
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