WEALTH IN BALANCE Trademark

Trademark Overview


On Wednesday, August 16, 2006, a trademark application was filed for WEALTH IN BALANCE with the United States Patent and Trademark Office. The USPTO has given the WEALTH IN BALANCE trademark a serial number of 78953759. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, July 21, 2017. This trademark is owned by Barnes Investment Advisory, Inc.. The WEALTH IN BALANCE trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial portfolio management
wealth in balance

General Information


Serial Number78953759
Word MarkWEALTH IN BALANCE
Filing DateWednesday, August 16, 2006
Status800 - REGISTERED AND RENEWED
Status DateFriday, July 21, 2017
Registration Number3253770
Registration DateTuesday, June 19, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 3, 2007

Trademark Statements


Goods and ServicesFinancial planning; Financial portfolio management

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, August 23, 2006
Primary Code036
First Use Anywhere DateTuesday, August 1, 2006
First Use In Commerce DateTuesday, August 1, 2006

Trademark Owner History


Party NameNOT AVAILABLE
Party Type31 - New Owner After Registration
Legal Entity Type01 - Individual
AddressPHOENIX, AZ 85004

Party NameNOT AVAILABLE
Party Type31 - New Owner After Registration
Legal Entity Type01 - Individual
AddressPHOENIX, AZ 85004

Party NameBarnes Investment Advisory, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85020

Party NameBarnes Investment Advisory, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85020

Party NameBarnes Investment Advisory, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPhoenix, AZ 85020

Trademark Events


Event DateEvent Description
Wednesday, May 26, 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, July 21, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, July 21, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, July 21, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, July 21, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, June 14, 2017TEAS SECTION 8 & 9 RECEIVED
Wednesday, June 14, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, June 19, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, May 31, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, May 31, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, May 29, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, May 7, 2013TEAS SECTION 8 & 15 RECEIVED
Tuesday, May 7, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, June 19, 2007REGISTERED-PRINCIPAL REGISTER
Tuesday, April 3, 2007PUBLISHED FOR OPPOSITION
Wednesday, March 14, 2007NOTICE OF PUBLICATION
Friday, February 16, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, February 16, 2007ASSIGNED TO LIE
Thursday, January 11, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 10, 2007ASSIGNED TO EXAMINER
Wednesday, August 23, 2006NEW APPLICATION ENTERED IN TRAM