USPTO serial 99616304
VISTABALANCER
Status 661
- Filing date
- Jan 26, 2026
- Status date
- Jul 28, 2026
- Registration date
- —
- Examiner
- SHERMAN, GENEVA R
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What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
Owner
Vistamark Investments LLC
Hinsdale, IL, US
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, investment portfolio monitoring and rebalancing services, analysis of investment portfolio drift against target asset allocations, and provision of rebalancing recommendations and investment risk and return analytics, all in the field of investment management. | ACTIVE | Jul 1, 2025 |
Prosecution history
| Date | Code | Event |
|---|---|---|
| Jul 28, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Jul 28, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Jul 28, 2026 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Jun 29, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Jun 29, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Jun 29, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| May 28, 2026 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| May 28, 2026 | GNRT | NON-FINAL ACTION E-MAILED |
| May 28, 2026 | CNRT | NON-FINAL ACTION WRITTEN |
| May 23, 2026 | DOCK | ASSIGNED TO EXAMINER |
| May 18, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Jan 26, 2026 | MAFR | APPLICATION FILING RECEIPT MAILED |
| Jan 26, 2026 | NWAP | NEW APPLICATION ENTERED |