| Serial Number | 85247312 |
| Word Mark | BSM BALANCE SHEET METHODOLOGY |
| Filing Date | Monday, February 21, 2011 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, January 11, 2019 |
| Registration Number | 4152646 |
| Registration Date | Tuesday, June 5, 2012 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 20, 2012 |
| Indication of Colors claimed | The color(s) charcoal, black, white, blue, dark orange, purple and light orange is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "BALANCE SHEET METHODOLOGY" |
| Description of Mark | The mark consists of "BSM" in charcoal lettering above the words "Balance Sheet Methodology" in black; to the left of "BSM" and partially obscured by the letters is a three dimensional glossy spherical pie chart divided into four equal sections. The upper-left quadrant is in dark blue; the upper-right quadrant is in dark orange; the lower-left quadrant is in purple and the lower-right quadrant is in light orange; horizontal and vertical white lines separates the quadrants; a white swooping curve moves from the lower left quadrant to the upper right quadrant. |
| Goods and Services | Computer software for providing an on-line database in the field of transaction processing to upload transactional data, provide statistical analysis, and produce notifications and reports; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for financial planning, portfolio construction, investment selection, investment monitoring, and investment reporting functions; Computer software for selecting, analyzing, and monitoring investment products that may be downloaded from a global computer network; Computer software platforms for financial planners, investment advisors, accountants, attorneys, private bankers, insurance agents, investment brokers, and trust officers necessary to fulfill financial planning, investment selection, portfolio building, investment analysis, investment monitoring, and investment reporting functions |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, January 11, 2019 |
| Primary Code | 009 |
| First Use Anywhere Date | Monday, September 6, 2010 |
| First Use In Commerce Date | Monday, September 6, 2010 |
| Party Name | Wealth Planning Technology, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Princeton Junction, NJ 08550 |
| Party Name | Wealth Planning Technology, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Princeton Junction, NJ 08550 |
| Party Name | Wealth Planning Technology, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Princeton Junction, NJ 08550 |
| Event Date | Event Description |
| Friday, January 11, 2019 | CANCELLED SEC. 8 (6-YR) |
| Monday, June 5, 2017 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, June 5, 2012 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 20, 2012 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 20, 2012 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 29, 2012 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, February 13, 2012 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, February 7, 2012 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, February 2, 2012 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, February 2, 2012 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 2, 2012 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 2, 2012 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, January 31, 2012 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, January 31, 2012 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 31, 2012 | NON-FINAL ACTION WRITTEN |
| Thursday, January 26, 2012 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, January 24, 2012 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Thursday, January 12, 2012 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, January 10, 2012 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, January 9, 2012 | EXAMINER'S AMENDMENT ENTERED |
| Monday, January 9, 2012 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, January 9, 2012 | EXAMINERS AMENDMENT E-MAILED |
| Monday, January 9, 2012 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, January 3, 2012 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Thursday, September 1, 2011 | WITHDRAWN FROM PUB OTQR REQUEST |
| Wednesday, August 24, 2011 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, August 22, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, August 4, 2011 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, August 4, 2011 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, August 4, 2011 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, August 4, 2011 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, August 4, 2011 | NON-FINAL ACTION E-MAILED |
| Thursday, August 4, 2011 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 13, 2011 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Friday, July 8, 2011 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Thursday, June 30, 2011 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, June 29, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 28, 2011 | EXAMINER'S AMENDMENT ENTERED |
| Monday, June 27, 2011 | ASSIGNED TO LIE |
| Monday, June 27, 2011 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, June 27, 2011 | EXAMINERS AMENDMENT E-MAILED |
| Monday, June 27, 2011 | EXAMINERS AMENDMENT -WRITTEN |
| Sunday, June 26, 2011 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Sunday, June 26, 2011 | FINAL REFUSAL E-MAILED |
| Sunday, June 26, 2011 | FINAL REFUSAL WRITTEN |
| Saturday, June 11, 2011 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, June 11, 2011 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, June 11, 2011 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Sunday, May 29, 2011 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Sunday, May 29, 2011 | NON-FINAL ACTION E-MAILED |
| Sunday, May 29, 2011 | NON-FINAL ACTION WRITTEN |
| Monday, May 23, 2011 | ASSIGNED TO EXAMINER |
| Friday, February 25, 2011 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Thursday, February 24, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, February 24, 2011 | NEW APPLICATION ENTERED IN TRAM |