CONE ADVISORY GROUP, INC. BALANCED MONEY BALANCED LIFE Trademark
Trademark Overview
On Monday, December 2, 2024, a trademark application was filed for CONE ADVISORY GROUP, INC. BALANCED MONEY BALANCED LIFE with the United States Patent and Trademark Office. The USPTO has given the CONE ADVISORY GROUP, INC. BALANCED MONEY BALANCED LIFE trademark a serial number of 98880182. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, June 3, 2025. This trademark is owned by CONE ADVISORY GROUP, INC.. The CONE ADVISORY GROUP, INC. BALANCED MONEY BALANCED LIFE trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning for retirement
General Information
| Serial Number | 98880182 |
| Word Mark | CONE ADVISORY GROUP, INC. BALANCED MONEY BALANCED LIFE |
| Filing Date | Monday, December 2, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, June 3, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of word "CONE" in all capital letters with a pine cone in the "O" of "CONE", all capital letters "ADVISORY GROUP, INC." with line underneath "CONE ADVISORY GROUP, INC." and underneath the line the words "BALANCED MONEY BALANCED LIFE". |
| Goods and Services | Financial planning for retirement |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
Classification 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 | Monday, December 2, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, August 28, 2024 |
| First Use In Commerce Date | Wednesday, August 28, 2024 |
Trademark Owner History
| Party Name | CONE ADVISORY GROUP, INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Ayden, NC 28513 |
Trademark Events
| Event Date | Event Description |
| Monday, December 2, 2024 | NEW APPLICATION ENTERED |
| Thursday, May 15, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, May 15, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 21, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, June 3, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, June 3, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 3, 2025 | NON-FINAL ACTION WRITTEN |
