INTELLIGENT REBALANCING Trademark

Trademark Overview

On Tuesday, May 10, 2011, a trademark application was filed for INTELLIGENT REBALANCING with the United States Patent and Trademark Office. The USPTO has given the INTELLIGENT REBALANCING trademark a serial number of 85317311. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, March 10, 2023. This trademark is owned by Halbert Hargrove Global Advisors LLC. The INTELLIGENT REBALANCING trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
intelligent rebalancing

General Information

Serial Number85317311
Word MarkINTELLIGENT REBALANCING
Filing DateTuesday, May 10, 2011
Status800 - REGISTERED AND RENEWED
Status DateFriday, March 10, 2023
Registration Number4192824
Registration DateTuesday, August 21, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 5, 2012

Trademark Statements

Goods and ServicesFinancial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Disclaimer with Predetermined Text"REBALANCING"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, May 16, 2011
Primary Code036
First Use Anywhere DateSunday, May 1, 2011
First Use In Commerce DateTuesday, May 10, 2011

Trademark Owner History

Party NameHalbert Hargrove Global Advisors LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressLong Beach, CA 90802
Party NameHalbert Hargrove Global Advisors LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressLong Beach, CA 90802
Party NameHalbert Hargrove Global Advisors LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressLong Beach, CA 90802

Trademark Events

Event DateEvent Description
Friday, March 10, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, March 10, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, March 10, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, March 10, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, August 22, 2022TEAS SECTION 8 & 9 RECEIVED
Saturday, August 21, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, March 14, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, March 14, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, January 18, 2019TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, October 24, 2018POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Friday, September 28, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, September 19, 2018TEAS SECTION 8 & 15 RECEIVED
Monday, August 21, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, August 21, 2012REGISTERED-PRINCIPAL REGISTER
Tuesday, June 5, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 5, 2012PUBLISHED FOR OPPOSITION
Wednesday, May 16, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Saturday, April 28, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, April 27, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, March 27, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, March 27, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 16, 2012ASSIGNED TO LIE
Tuesday, February 28, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 28, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, August 29, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, August 29, 2011NON-FINAL ACTION E-MAILED
Monday, August 29, 2011NON-FINAL ACTION WRITTEN
Wednesday, August 24, 2011ASSIGNED TO EXAMINER
Monday, May 16, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, May 13, 2011NEW APPLICATION ENTERED

Related Keywords

rebalancing intelligent maintenance portfolio trading needs management investment account namely services