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Official data from USPTO

BALANCE SHEET OPTIMIZATION

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: US

Quick snapshot

BALANCE SHEET OPTIMIZATION

ST13

US500000097587692

Class

36

Filing

97587692

Registration

8169959

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

Attention: there is active risk

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

39

Latest update

03/11/2026

Classification

Registered

Trademark type

Word

Nice classes

36

Filing date

09/12/2022

Registration date

03/10/2026

Expiration date

-

Recommended action

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Next step

These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/10/2026

Last transaction

03/11/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

04/15/2024

First use in commerce

04/15/2024

Drawing code

4

Owner type

16

Owner location

Richmond, VA, US

Examiner

ARRISON, RACHEL MARIE

Law office

L60

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

The London Company of Virginia, LLC

Representatives

Bernard G. Pike PIKE IP LAW, PLLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial planning, namely, financial asset management in the nature of asset allocation analysis; financial consultation; investment consultation; investment management; financial analysis; financial trust administration; financial retirement plan consulting services

Publications

History of USPTO decisions and trademark events.

39 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

03/10/2026

R.PR

REGISTERED-PRINCIPAL REGISTER

03/10/2026

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

02/17/2026

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

02/17/2026

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

01/21/2026

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

01/21/2026

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

01/15/2026

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

10/23/2025

GNRT

NON-FINAL ACTION E-MAILED

10/23/2025

CNRT

SU - NON-FINAL ACTION - WRITTEN

10/23/2025

SUPC

STATEMENT OF USE PROCESSING COMPLETE

07/01/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

07/01/2025

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

06/30/2025

IUAF

USE AMENDMENT FILED

03/27/2025

EISU

TEAS STATEMENT OF USE RECEIVED

03/27/2025

EPPA

TEAS POST PUBLICATION AMENDMENT RECEIVED

03/27/2025

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

02/18/2025

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

12/24/2024

PUBO

PUBLISHED FOR OPPOSITION

12/24/2024

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

12/18/2024

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

10/16/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

09/19/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/19/2024

ALIE

ASSIGNED TO LIE

09/19/2024

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

05/08/2024

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

02/08/2024

GNRT

NON-FINAL ACTION E-MAILED

02/08/2024

CNRT

NON-FINAL ACTION WRITTEN

02/08/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

12/29/2023

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

12/28/2023

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

12/28/2023

XELG

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED

09/27/2023

XELR

APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED

09/27/2023

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

06/28/2023

GNRT

NON-FINAL ACTION E-MAILED

06/28/2023

CNRT

NON-FINAL ACTION WRITTEN

06/28/2023

DOCK

ASSIGNED TO EXAMINER

06/24/2023

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

09/15/2022

NWAP

NEW APPLICATION ENTERED

09/15/2022

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