Trademark: 85317311
Word
INTELLIGENT REBALANCING
Status
Registered
Status Code
800
Status Date
Friday, March 10, 2023
Serial Number
85317311
Registration Number
4192824
Registration Date
Tuesday, August 21, 2012
Mark Type
4000
Filing Date
Tuesday, May 10, 2011
Published for Opposition
Tuesday, June 5, 2012

Trademark Owner History
Halbert Hargrove Global Advisors LLC - Original Registrant

Classifications
36 Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
"REBALANCING"

Trademark Events
Mar 10, 2023
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Mar 10, 2023
Registered And Renewed (First Renewal - 10 Yrs)
Mar 10, 2023
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Mar 10, 2023
Case Assigned To Post Registration Paralegal
Aug 22, 2022
Teas Section 8 & 9 Received
Aug 21, 2021
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Mar 14, 2019
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Mar 14, 2019
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jan 18, 2019
Teas Response To Office Action-Post Reg Received
Oct 24, 2018
Post Registration Action Mailed - Sec. 8 & 15
Sep 28, 2018
Case Assigned To Post Registration Paralegal
Sep 19, 2018
Teas Section 8 & 15 Received
Aug 21, 2017
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Aug 21, 2012
Registered-Principal Register
Jun 5, 2012
Official Gazette Publication Confirmation E-Mailed
Jun 5, 2012
Published For Opposition
May 16, 2012
Notification Of Notice Of Publication E-Mailed
Apr 28, 2012
Law Office Publication Review Completed
Apr 27, 2012
Approved For Pub - Principal Register
Mar 27, 2012
Teas/Email Correspondence Entered
Mar 27, 2012
Correspondence Received In Law Office
Mar 16, 2012
Assigned To Lie
Feb 28, 2012
Teas Change Of Correspondence Received
Feb 28, 2012
Teas Response To Office Action Received
Aug 29, 2011
Notification Of Non-Final Action E-Mailed
Aug 29, 2011
Non-Final Action E-Mailed
Aug 29, 2011
Non-Final Action Written
Aug 24, 2011
Assigned To Examiner
May 16, 2011
New Application Office Supplied Data Entered
May 13, 2011
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24