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Official data from USPTO

CONE ADVISORY GROUP, INC. BALANCED MONEY, BALANCED LIFE

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

CONE ADVISORY GROUP, INC. BALANCED MONEY, BALANCED LIFE

ST13

US500000098880182

Class

36

Filing

98880182

Registration

7981803

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

20

Latest update

10/14/2025

Trademark type

Combined

Nice classes

36

Filing date

12/02/2024

Registration date

10/14/2025

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/14/2025

Last transaction

10/14/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

08/28/2024

First use in commerce

08/28/2024

Drawing code

3

Owner type

03

Owner location

Ayden, NC

Examiner

NANNEY,KATHERINE N

Current location

FILE REPOSITORY (FRANCONIA)

Mark description

The mark consists of word "CONE" in all capital letters with a pine cone in the "O" of "CONE", all capital letters "ADVISORY GROUP, INC." with line underneath "CONE ADVISORY GROUP, INC." and underneath the line the words "BALANCED MONEY, BALANCED LIFE".

Holders and representatives

Holders

CONE ADVISORY GROUP, INC.

Representatives

TRACY H. STROUD COLOMBO KITCHIN DUNN BALL & PORTER, LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial planning for retirement

Publications

History of USPTO decisions and trademark events.

20 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

10/14/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

10/14/2025

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

08/26/2025

PUBO

PUBLISHED FOR OPPOSITION

08/26/2025

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

08/20/2025

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

07/21/2025

XAEC

EXAMINER'S AMENDMENT ENTERED

07/21/2025

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

07/21/2025

GNEA

EXAMINERS AMENDMENT E-MAILED

07/21/2025

CNEA

EXAMINERS AMENDMENT -WRITTEN

07/21/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

07/18/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

07/18/2025

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

07/18/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

06/03/2025

GNRT

NON-FINAL ACTION E-MAILED

06/03/2025

CNRT

NON-FINAL ACTION WRITTEN

06/03/2025

DOCK

ASSIGNED TO EXAMINER

05/21/2025

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

05/15/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

05/15/2025

NWAP

NEW APPLICATION ENTERED

12/02/2024

Continuous trademark protection

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