| Serial Number | 98133730 |
| Word Mark | BALANCE WELLBEING |
| Filing Date | Tuesday, August 15, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 1, 2025 |
| Registration Number | 7748316 |
| Registration Date | Tuesday, April 1, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 11, 2024 |
| Goods and Services | Conducting workshops and seminars in the fields of financial services, financial planning, wealth management, investment advisement, investment management, and insurance services |
| Goods and Services | Financial services, namely, wealth management services; financial advising; investment advisory and management services; Life and health insurance and annuity underwriting services; financial analysis and consulting services; financial planning services; fund investment consultation; investment management |
| Goods and Services | Platform as a service (PAAS) featuring computer software platforms for use in connection with financial services, namely, for financial planning, for wealth management, for investment advisement, for investment management, and for providing insurance information |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, September 13, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, October 31, 2023 |
| First Use In Commerce Date | Tuesday, October 31, 2023 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, September 13, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, October 31, 2023 |
| First Use In Commerce Date | Tuesday, October 31, 2023 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, September 13, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, October 31, 2023 |
| First Use In Commerce Date | Tuesday, October 31, 2023 |
| Party Name | New York Life Insurance Company |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10010 |
| Party Name | New York Life Insurance Company |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10010 |
| Party Name | New York Life Insurance Company |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10010 |
| Event Date | Event Description |
| Friday, August 18, 2023 | NEW APPLICATION ENTERED |
| Wednesday, September 13, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, April 15, 2024 | ASSIGNED TO EXAMINER |
| Monday, April 22, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, April 22, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Monday, April 22, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, April 22, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Saturday, May 4, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 22, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 11, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 11, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, February 13, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, February 14, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, August 6, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, December 2, 2024 | USE AMENDMENT FILED |
| Monday, December 2, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, April 1, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Friday, March 7, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, March 7, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, April 1, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, September 10, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, September 10, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, September 10, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |