USPTO serial 86839429
MONEYTYPE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 19, 2016
- Examiner
- FRIEDMAN, LESLEE ANN
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
PHILADELPHIA, PA
Balance Worldwide Financial, LLC
New York, NY
Balance Worldwide Financial, LLC
New York, NY
Balance Worldwide Financial, LLC
New York, NY
New York, NY
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Pablo Meles
Pablo Meles Pablo Meles, P.A.304 INDIAN TRACE, NO. 710WESTON, FL 33326United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Advice relating to investments; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, assessment of investment and risk profiles; Financial information provided by electronic means in the field of assessment of investment and risk profiles; Financial planning and investment advisory services; Financial risk assessment services; Information, advisory, consultancy and research services relating to finance and investments; Investment risk assessment services | ACTIVE | Nov 15, 2015 |
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 WORTH FINANCIAL HOLDINGS INC
- Other trademarks owned by Balance Worldwide Financial, LLC
- Other trademarks owned by Balance Worldwide Financial, LLC
- Other trademarks owned by Balance Worldwide Financial, LLC
- Other trademarks owned by HER MONEY MEDIA INC
- Other trademarks in Class 036
- Similar marks named MONEYTYPE
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 11, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Nov 11, 2025 | 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. |
| Nov 11, 2025 | 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. |
| Nov 9, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 24, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 20, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Sep 14, 2022 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Sep 14, 2022 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Sep 14, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Mar 21, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 19, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jul 29, 2019 | 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. |
| Jul 29, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 1, 2019 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Apr 28, 2019 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Nov 29, 2017 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jul 19, 2016 | 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. |
| May 3, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 3, 2016 | 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. |
| Apr 13, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 24, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 23, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 10, 2015 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Dec 9, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 8, 2015 | NWAP | NEW APPLICATION ENTERED | — |