USPTO serial 85317311
INTELLIGENT REBALANCING
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 21, 2012
- Examiner
- LAMOTHE, LESLEY
- Law office
- GENERIC WEB UPDATE
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Current trademark owner
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Not the owner?
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Owner
Halbert Hargrove Global Advisors LLC
Long Beach, CA
Other trademarks owned by Halbert Hargrove Global Advisors LLC
Halbert Hargrove Global Advisors LLC
Long Beach, CA
Other trademarks owned by Halbert Hargrove Global Advisors LLC
Halbert Hargrove Global Advisors LLC
Long Beach, CA
Other trademarks owned by Halbert Hargrove Global Advisors LLC
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs | ACTIVE | May 10, 2011 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Halbert Hargrove Global Advisors LLC
- Other trademarks owned by Halbert Hargrove Global Advisors LLC
- Other trademarks owned by Halbert Hargrove Global Advisors LLC
- Other trademarks in Class 036
- Similar marks named INTELLIGENT REBALANCING
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 2, 2024 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Oct 2, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 2, 2024 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 2, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 2, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Oct 2, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 10, 2023 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Mar 10, 2023 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Mar 10, 2023 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Mar 10, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 22, 2022 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Aug 21, 2021 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Mar 14, 2019 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Mar 14, 2019 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jan 18, 2019 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Oct 24, 2018 | PR23 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 | — |
| Sep 28, 2018 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 19, 2018 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Aug 21, 2017 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Aug 21, 2012 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Jun 5, 2012 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 5, 2012 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| May 16, 2012 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 28, 2012 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Apr 27, 2012 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 27, 2012 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 27, 2012 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 16, 2012 | ALIE | ASSIGNED TO LIE | — |
| Feb 28, 2012 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 28, 2012 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 29, 2011 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 29, 2011 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 29, 2011 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 24, 2011 | DOCK | ASSIGNED TO EXAMINER | — |
| May 16, 2011 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 13, 2011 | NWAP | NEW APPLICATION ENTERED | — |