| Serial Number | 87262782 |
| Word Mark | VALUES + VALUE |
| Filing Date | Thursday, December 8, 2016 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Monday, November 6, 2023 |
| Registration Number | 5241068 |
| Registration Date | Tuesday, July 11, 2017 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 25, 2017 |
| Pseudo Mark | VALUES PLUS VALUE |
| Goods and Services | Investment management; Management of securities portfolios; Financial portfolio management; Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment of funds; Public equity investment management |
| 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 | Wednesday, December 14, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 31, 2015 |
| First Use In Commerce Date | Tuesday, March 31, 2015 |
| Party Name | Balanced Rock Investment Advisors LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Roslindale, MA 02131 |
| Party Name | Balanced Rock Investment Advisors LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Roslindale, MA 02131 |
| Party Name | Balanced Rock Investment Advisors LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Roslindale, MA 02131 |
| Event Date | Event Description |
| Monday, November 6, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Monday, November 6, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Monday, November 6, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, July 10, 2023 | TEAS SECTION 8 RECEIVED |
| Monday, July 11, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, July 11, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 25, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 25, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, April 5, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 14, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, March 10, 2017 | ASSIGNED TO EXAMINER |
| Thursday, December 15, 2016 | NOTICE OF PSEUDO MARK E-MAILED |
| Wednesday, December 14, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 12, 2016 | NEW APPLICATION ENTERED |