ELEVATED REBALANCING (ERB) Trademark
Trademark Overview
On Sunday, April 3, 2016, a trademark application was filed for ELEVATED REBALANCING (ERB) with the United States Patent and Trademark Office. The USPTO has given the ELEVATED REBALANCING (ERB) trademark a serial number of 86962337. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 19, 2023. This trademark is owned by ForzaTek Corporation. The ELEVATED REBALANCING (ERB) trademark is filed in the Insurance & Financial Services category with the following description:
Financial information provided by electronic means in the field of any liquid securities globally; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
General Information
| Serial Number | 86962337 |
| Word Mark | ELEVATED REBALANCING (ERB) |
| Filing Date | Sunday, April 3, 2016 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, May 19, 2023 |
| Registration Number | 5077649 |
| Registration Date | Tuesday, November 8, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 23, 2016 |
Trademark Statements
| Goods and Services | Financial information provided by electronic means in the field of any liquid securities globally; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, May 19, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, March 31, 2016 |
| First Use In Commerce Date | Thursday, March 31, 2016 |
Trademark Owner History
| Party Name | ForzaTek Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Oak Hill, VA 20171 |
| Party Name | ForzaTek Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Oak Hill, VA 20171 |
| Party Name | ForzaTek Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Oak Hill, VA 20171 |
Trademark Events
| Event Date | Event Description |
| Friday, May 19, 2023 | CANCELLED SEC. 8 (6-YR) |
| Monday, November 8, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, November 8, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 23, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 23, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 3, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, July 18, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, July 18, 2016 | ASSIGNED TO EXAMINER |
| Thursday, April 7, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 6, 2016 | NEW APPLICATION ENTERED |
