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
General Information
| Serial Number | 98880182 |
| Word Mark | CONE ADVISORY GROUP, INC. BALANCED MONEY, BALANCED LIFE |
| Filing Date | Monday, December 2, 2024 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Monday, July 21, 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. |
| NOT AVAILABLE | "ADVISORY GROUP, INC. " |
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 |
| Thursday, May 15, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 2, 2024 | NEW APPLICATION ENTERED |
| Thursday, May 15, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, May 21, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, June 3, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, July 18, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 18, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, July 18, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 21, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, July 21, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Monday, July 21, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Monday, July 21, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, July 21, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 3, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 3, 2025 | NON-FINAL ACTION E-MAILED |
