DYNAMIC REBALANCE Trademark

Trademark Overview

On Wednesday, December 15, 2010, a trademark application was filed for DYNAMIC REBALANCE with the United States Patent and Trademark Office. The USPTO has given the DYNAMIC REBALANCE trademark a serial number of 85198150. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 28, 2022. This trademark is owned by O'Shaughnessy Asset Management, LLC. The DYNAMIC REBALANCE trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment of funds for others, Such services not being for the use of mutual funds or the management or provision of mutual funds
dynamic rebalance

General Information

Serial Number85198150
Word MarkDYNAMIC REBALANCE
Filing DateWednesday, December 15, 2010
Status710 - CANCELLED - SECTION 8
Status DateFriday, October 28, 2022
Registration Number4127647
Registration DateTuesday, April 17, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 31, 2012

Trademark Statements

Goods and ServicesFinancial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment of funds for others, Such services not being for the use of mutual funds or the management or provision of mutual funds
Disclaimer with Predetermined Text"REBALANCE"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, October 28, 2022
Primary Code036
First Use Anywhere DateWednesday, April 1, 2009
First Use In Commerce DateWednesday, April 1, 2009

Trademark Owner History

Party NameO'Shaughnessy Asset Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSTAMFORD, CT 069012012
Party NameO'Shaughnessy Asset Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressStamford, CT 06901
Party NameO'Shaughnessy Asset Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressStamford, CT 06901

Trademark Events

Event DateEvent Description
Friday, October 28, 2022CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Wednesday, August 24, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, August 24, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, August 24, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, August 24, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, August 24, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Saturday, April 17, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, June 1, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, June 1, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, June 1, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, April 17, 2017TEAS SECTION 8 & 15 RECEIVED
Monday, April 17, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, April 17, 2012REGISTERED-PRINCIPAL REGISTER
Wednesday, February 22, 2012CHANGES/CORRECTIONS AFTER PUB APPROVAL ENTERED
Tuesday, January 31, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 31, 2012PUBLISHED FOR OPPOSITION
Wednesday, January 11, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 27, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, December 22, 2011ASSIGNED TO LIE
Monday, December 5, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 30, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, November 29, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, November 29, 2011TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Wednesday, September 21, 2011NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, September 21, 2011LETTER OF SUSPENSION E-MAILED
Wednesday, September 21, 2011SUSPENSION LETTER WRITTEN
Tuesday, September 13, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, September 13, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 13, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 17, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 17, 2011NON-FINAL ACTION E-MAILED
Thursday, March 17, 2011NON-FINAL ACTION WRITTEN
Thursday, March 17, 2011ASSIGNED TO EXAMINER
Monday, December 20, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, December 18, 2010NEW APPLICATION ENTERED IN TRAM

Related Keywords

rebalance dynamic investment funds services management mutual others consultation advice advisory such