| Serial Number | 86210617 |
| Word Mark | BALANCING YOUR LIFE, WEALTH, AND LEGACY |
| Filing Date | Tuesday, March 4, 2014 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Friday, March 7, 2025 |
| Registration Number | 4636207 |
| Registration Date | Tuesday, November 11, 2014 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 26, 2014 |
| Goods and Services | Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Estate planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment in the field of financial and investment planning for individuals, namely, estate planning, college funding, retirement planning, mutual funds, variable annuities, and asset allocation; Financial planning, namely, executive benefit plans, key person insurance, and buy-sell funding; Financial trust planning; Insurance consulting in the field of life, health, disability, long-term care, variable universal life, annuities and Medicare supplements for individuals; Insurance services, namely, insurance eligibility review and verification and consultation in the employee benefits industry; Providing information in the field of employee financial benefit plans |
| 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 | Tuesday, March 18, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, July 25, 2012 |
| First Use In Commerce Date | Wednesday, August 1, 2012 |
| Party Name | Tucker Boynton Financial Group, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Charlotte, NC 28211 |
| Party Name | Tucker Boynton Financial Group, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Charlotte, NC 28211 |
| Party Name | Tucker Boynton Financial Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Charlotte, NC 28211 |
| Event Date | Event Description |
| Tuesday, June 10, 2014 | NON-FINAL ACTION E-MAILED |
| Friday, March 7, 2014 | NEW APPLICATION ENTERED |
| Tuesday, March 18, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 9, 2014 | ASSIGNED TO EXAMINER |
| Tuesday, June 10, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 10, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 10, 2014 | NON-FINAL ACTION WRITTEN |
| Tuesday, June 10, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 11, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, November 11, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, September 2, 2020 | TEAS SECTION 8 RECEIVED |
| Monday, July 7, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, July 22, 2014 | ASSIGNED TO LIE |
| Thursday, July 24, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, August 6, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 26, 2014 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 26, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 11, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, November 18, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, November 18, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Wednesday, November 18, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Friday, November 1, 2024 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, March 7, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, March 7, 2025 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, March 7, 2025 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Friday, March 7, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Saturday, November 11, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |