ADVISOR REBALANCING Trademark

Trademark Overview

On Monday, June 14, 2010, a trademark application was filed for ADVISOR REBALANCING with the United States Patent and Trademark Office. The USPTO has given the ADVISOR REBALANCING trademark a serial number of 85062467. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, March 23, 2022. This trademark is owned by Tamarac, Inc.. The ADVISOR REBALANCING trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Application service provider featuring software for use in financial account balancing and monitoring in the field of investments management
advisor rebalancing

General Information

Serial Number85062467
Word MarkADVISOR REBALANCING
Filing DateMonday, June 14, 2010
Status800 - REGISTERED AND RENEWED
Status DateWednesday, March 23, 2022
Registration Number3881914
Registration DateTuesday, November 23, 2010
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesApplication service provider featuring software for use in financial account balancing and monitoring in the field of investments management

Classification Information

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, June 21, 2010
Primary Code042
First Use Anywhere DateSaturday, June 1, 2002
First Use In Commerce DateSaturday, June 1, 2002

Trademark Owner History

Party NameTamarac, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSeattle, WA 98104
Party NameTamarac, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSeattle, WA 98104

Trademark Events

Event DateEvent Description
Thursday, June 17, 2010NEW APPLICATION ENTERED
Monday, June 21, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, September 22, 2010ASSIGNED TO EXAMINER
Wednesday, September 22, 2010NON-FINAL ACTION WRITTEN
Wednesday, September 22, 2010NON-FINAL ACTION E-MAILED
Wednesday, September 22, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, September 28, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 28, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 29, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 7, 2010APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, October 21, 2010ASSIGNED TO LIE
Thursday, October 21, 2010LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, November 23, 2010REGISTERED-SUPPLEMENTAL REGISTER
Monday, August 1, 2016TEAS SECTION 8 RECEIVED
Friday, August 12, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, August 12, 2016REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, August 12, 2016NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Saturday, November 23, 2019COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, November 23, 2020TEAS SECTION 8 & 9 RECEIVED
Thursday, March 4, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 29, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, March 29, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, March 29, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, March 29, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, March 29, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, September 16, 2021POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Wednesday, March 16, 2022TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, March 23, 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, March 23, 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, March 23, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, December 4, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

rebalancing advisor monitoring balancing field investments management account financial service provider featuring