BALANCE SHEET OPTIMIZATION Trademark

Trademark Overview


On Monday, September 12, 2022, a trademark application was filed for BALANCE SHEET OPTIMIZATION with the United States Patent and Trademark Office. The USPTO has given the BALANCE SHEET OPTIMIZATION trademark a serial number of 97587692. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, February 8, 2024. This trademark is owned by The London Company of Virginia, LLC. The BALANCE SHEET OPTIMIZATION trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning, namely, financial asset management in the nature of asset allocation analysis; financial consultation; investment consultation; investment management; financial analysis; financial trust administration; financial retirement plan consulting services
balance sheet optimization

General Information


Serial Number97587692
Word MarkBALANCE SHEET OPTIMIZATION
Filing DateMonday, September 12, 2022
Status641 - NON-FINAL ACTION - MAILED
Status DateThursday, February 8, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial planning, namely, financial asset management in the nature of asset allocation analysis; financial consultation; investment consultation; investment management; financial analysis; financial trust administration; financial retirement plan consulting services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, September 15, 2022
Primary Code036
First Use Anywhere DateFriday, May 2, 2008
First Use In Commerce DateFriday, May 2, 2008

Trademark Owner History


Party NameThe London Company of Virginia, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRichmond, VA 23226

Trademark Events


Event DateEvent Description
Thursday, September 15, 2022NEW APPLICATION ENTERED
Thursday, September 15, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, June 24, 2023ASSIGNED TO EXAMINER
Wednesday, June 28, 2023NON-FINAL ACTION WRITTEN
Wednesday, June 28, 2023NON-FINAL ACTION E-MAILED
Wednesday, June 28, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 27, 2023APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Wednesday, September 27, 2023APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Thursday, December 28, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, December 28, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, December 29, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, May 8, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, February 8, 2024NON-FINAL ACTION WRITTEN
Thursday, February 8, 2024NON-FINAL ACTION E-MAILED
Thursday, February 8, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED