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 APPROVED FOR PUBLICATION as of Monday, July 21, 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
cone advisory group, inc. balanced money, balanced life

General Information


Serial Number98880182
Word MarkCONE ADVISORY GROUP, INC. BALANCED MONEY, BALANCED LIFE
Filing DateMonday, December 2, 2024
Status680 - APPROVED FOR PUBLICATION
Status DateMonday, July 21, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe 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 ServicesFinancial planning for retirement
Indication of Colors claimedColor is not claimed as a feature of the mark.
NOT AVAILABLE"ADVISORY GROUP, INC. "

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, December 2, 2024
Primary Code036
First Use Anywhere DateWednesday, August 28, 2024
First Use In Commerce DateWednesday, August 28, 2024

Trademark Owner History


Party NameCONE ADVISORY GROUP, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressAyden, NC 28513

Trademark Events


Event DateEvent Description
Thursday, May 15, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, December 2, 2024NEW APPLICATION ENTERED
Thursday, May 15, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
Wednesday, May 21, 2025ASSIGNED TO EXAMINER
Tuesday, June 3, 2025NON-FINAL ACTION WRITTEN
Friday, July 18, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 18, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, July 18, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, July 21, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, July 21, 2025EXAMINERS AMENDMENT E-MAILED
Monday, July 21, 2025EXAMINER'S AMENDMENT ENTERED
Monday, July 21, 2025EXAMINERS AMENDMENT -WRITTEN
Monday, July 21, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 3, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, June 3, 2025NON-FINAL ACTION E-MAILED