MONEYTYPE
Live / Registered — Registered and renewed (as of 11 Nov 2025)
What this means for you
Registered since 19 Jul 2016. 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 19 Jul 2026).
Record
- Serial number
- 86839429
- Registration number
- 5002912
- Mark type
- Stylized text
- Filed
- 04 Dec 2015
- Published for opposition
- 03 May 2016
- Registered
- 19 Jul 2016
- Next maintenance due
- 19 Jul 2026
- Attorney of record
- Pablo Meles
Goods and services
- Class 036 — Insurance and financial services: Advice relating to investments; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, assessment of investment and risk profiles; Financial information provided by electronic means in the field of assessment of investment and risk profiles; Financial planning and investment advisory services; Financial risk assessment services; Information, advisory, consultancy and research services relating to finance and investments; Investment risk assessment services
Owner
- HER MONEY MEDIA INC, New York, NY, US
- WORTH FINANCIAL HOLDINGS INC, PHILADELPHIA, PA, US
- Balance Worldwide Financial, LLC, New York, NY, US
- Balance Worldwide Financial, LLC, New York, NY, US
- Balance Worldwide Financial, LLC, New York, NY, US
Prosecution history
- 11 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 11 Nov 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 11 Nov 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 09 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 24 Jul 2025 — TEAS SECTION 8 & 9 RECEIVED
- 20 Jul 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 14 Sept 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 14 Sept 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 14 Sept 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 21 Mar 2022 — TEAS SECTION 8 & 15 RECEIVED
- 19 Jul 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 29 Jul 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 29 Jul 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 01 May 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 28 Apr 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED