BALANCED ROCK INVESTMENT ADVISORS Trademark

Trademark Overview

On Tuesday, June 28, 2011, a trademark application was filed for BALANCED ROCK INVESTMENT ADVISORS with the United States Patent and Trademark Office. The USPTO has given the BALANCED ROCK INVESTMENT ADVISORS trademark a serial number of 85357859. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, May 19, 2023. This trademark is owned by Balanced Rock Investment Advisors LLC. The BALANCED ROCK INVESTMENT ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, wealth management services; Financial analysis and consultation; Financial planning; Financial planning and investment advisory services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Investment advisory services
balanced rock investment advisors

General Information

Serial Number85357859
Word MarkBALANCED ROCK INVESTMENT ADVISORS
Filing DateTuesday, June 28, 2011
Status800 - REGISTERED AND RENEWED
Status DateFriday, May 19, 2023
Registration Number4254768
Registration DateTuesday, December 4, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 3, 2012

Trademark Statements

Goods and ServicesFinancial advisory and consultancy services; Financial advisory and consultancy services, namely, wealth management services; Financial analysis and consultation; Financial planning; Financial planning and investment advisory services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Investment advisory services
Disclaimer with Predetermined Text"INVESTMENT ADVISORS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 5, 2011
Primary Code036
First Use Anywhere DateMonday, March 21, 2011
First Use In Commerce DateMonday, March 21, 2011

Trademark Owner History

Party NameBalanced Rock Investment Advisors LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressRoslindale, MA 02131
Party NameBalanced Rock Investment Advisors LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressRoslindale, MA 02131
Party NameBalanced Rock Investment Advisors LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRoslindale, MA 02131

Trademark Events

Event DateEvent Description
Friday, May 19, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, May 19, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, May 19, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, May 19, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, November 2, 2022TEAS SECTION 8 & 9 RECEIVED
Saturday, December 4, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, May 30, 2019NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Thursday, May 30, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED
Thursday, May 30, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, May 16, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, May 16, 2019TEAS SECTION 8 RECEIVED
Monday, December 4, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, December 4, 2012REGISTERED-PRINCIPAL REGISTER
Thursday, November 1, 2012NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, October 31, 2012LAW OFFICE REGISTRATION REVIEW COMPLETED
Wednesday, October 31, 2012ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, October 11, 2012STATEMENT OF USE PROCESSING COMPLETE
Tuesday, October 9, 2012USE AMENDMENT FILED
Wednesday, October 10, 2012CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, October 9, 2012TEAS STATEMENT OF USE RECEIVED
Tuesday, August 28, 2012NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 17, 2012EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Wednesday, January 25, 2012EXTENSION OF TIME TO OPPOSE RECEIVED
Tuesday, January 3, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 3, 2012PUBLISHED FOR OPPOSITION
Wednesday, December 14, 2011NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, November 30, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, November 30, 2011ASSIGNED TO LIE
Thursday, November 3, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 2, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 2, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, November 2, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, October 17, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, October 17, 2011NON-FINAL ACTION E-MAILED
Monday, October 17, 2011NON-FINAL ACTION WRITTEN
Friday, October 14, 2011ASSIGNED TO EXAMINER
Tuesday, July 5, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, July 1, 2011NEW APPLICATION ENTERED

Related Keywords

advisors investment rock balanced services financial advisory management namely consultation planning consultancy wealth