INTELLIGENT REBALANCING
Live / Registered — Registered and renewed (as of 10 Mar 2023)
What this means for you
Registered since 21 Aug 2012. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 21 Aug 2022).
Record
- Serial number
- 85317311
- Registration number
- 4192824
- Mark type
- Stylized text
- Filed
- 10 May 2011
- Published for opposition
- 05 Jun 2012
- Registered
- 21 Aug 2012
- Next maintenance due
- 21 Aug 2022
- Attorney of record
- Gary M. Anderson, Esq.
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Owner
- Halbert Hargrove Global Advisors LLC, Long Beach, CA, US
- Halbert Hargrove Global Advisors LLC, Long Beach, CA, US
- Halbert Hargrove Global Advisors LLC, Long Beach, CA, US
Prosecution history
- 02 Oct 2024 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 02 Oct 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 02 Oct 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 02 Oct 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 02 Oct 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 02 Oct 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 10 Mar 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 10 Mar 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 10 Mar 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 10 Mar 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 22 Aug 2022 — TEAS SECTION 8 & 9 RECEIVED
- 21 Aug 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 14 Mar 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 14 Mar 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 18 Jan 2019 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED