TOTAL REBALANCE EXPERT Trademark

Trademark Overview

On Wednesday, June 18, 2008, a trademark application was filed for TOTAL REBALANCE EXPERT with the United States Patent and Trademark Office. The USPTO has given the TOTAL REBALANCE EXPERT trademark a serial number of 77502399. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, November 4, 2019. This trademark is owned by FnA LLC. The TOTAL REBALANCE EXPERT trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing temporary use of non-downloadable computer software for financial management in the field of investment management
total rebalance expert

General Information

Serial Number77502399
Word MarkTOTAL REBALANCE EXPERT
Filing DateWednesday, June 18, 2008
Status800 - REGISTERED AND RENEWED
Status DateMonday, November 4, 2019
Registration Number3693721
Registration DateTuesday, October 6, 2009
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 31, 2009

Trademark Statements

Goods and ServicesProviding temporary use of non-downloadable computer software for financial management in the field of investment management

Classification Information

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, June 23, 2008
Primary Code042
First Use Anywhere DateThursday, August 14, 2008
First Use In Commerce DateThursday, August 14, 2008

Trademark Owner History

Party NameMORNINGSTAR, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressCHICAGO, IL 60602
Party NameFnA LLC
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92108
Party NameFnA LLC
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92108
Party NameFnA LLC
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92108

Trademark Events

Event DateEvent Description
Monday, November 4, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, November 4, 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, November 4, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, November 4, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, September 30, 2019TEAS SECTION 8 & 9 RECEIVED
Wednesday, September 18, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Saturday, October 6, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Saturday, August 22, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, August 22, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, August 22, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, July 22, 2015TEAS SECTION 8 & 15 RECEIVED
Tuesday, October 6, 2009REGISTERED-PRINCIPAL REGISTER
Thursday, September 3, 2009LAW OFFICE REGISTRATION REVIEW COMPLETED
Thursday, September 3, 2009ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, August 14, 2009STATEMENT OF USE PROCESSING COMPLETE
Monday, July 6, 2009USE AMENDMENT FILED
Friday, August 14, 2009CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, July 16, 2009TEAS STATEMENT OF USE RECEIVED
Tuesday, June 23, 2009NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 31, 2009PUBLISHED FOR OPPOSITION
Wednesday, March 11, 2009NOTICE OF PUBLICATION
Monday, February 23, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, February 23, 2009ASSIGNED TO LIE
Tuesday, February 17, 2009APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, February 17, 2009EXAMINER'S AMENDMENT ENTERED
Tuesday, February 17, 2009NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, February 17, 2009EXAMINERS AMENDMENT E-MAILED
Tuesday, February 17, 2009EXAMINERS AMENDMENT -WRITTEN
Tuesday, February 17, 2009EXAMINER'S AMENDMENT ENTERED
Tuesday, February 17, 2009NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, February 17, 2009EXAMINERS AMENDMENT E-MAILED
Tuesday, February 17, 2009EXAMINERS AMENDMENT -WRITTEN
Wednesday, January 7, 2009NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, January 7, 2009NON-FINAL ACTION E-MAILED
Wednesday, January 7, 2009NON-FINAL ACTION WRITTEN
Friday, December 19, 2008TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, December 18, 2008CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 18, 2008TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, September 24, 2008NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 24, 2008NON-FINAL ACTION E-MAILED
Wednesday, September 24, 2008NON-FINAL ACTION WRITTEN
Tuesday, September 23, 2008ASSIGNED TO EXAMINER
Monday, June 23, 2008NEW APPLICATION ENTERED IN TRAM

Related Keywords

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