VALUES + VALUE
Live / Registered — Registered — Section 8 accepted (as of 06 Nov 2023)
What this means for you
Registered since 11 Jul 2017. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87262782
- Registration number
- 5241068
- Mark type
- Stylized text
- Filed
- 08 Dec 2016
- Published for opposition
- 25 Apr 2017
- Registered
- 11 Jul 2017
Goods and services
- Class 036 — Insurance and financial 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
Owner
- Balanced Rock Investment Advisors LLC, Roslindale, MA, US
- Balanced Rock Investment Advisors LLC, Roslindale, MA, US
- Balanced Rock Investment Advisors LLC, Roslindale, MA, US
Prosecution history
- 06 Nov 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 06 Nov 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 06 Nov 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 10 Jul 2023 — TEAS SECTION 8 RECEIVED
- 11 Jul 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 11 Jul 2017 — REGISTERED-PRINCIPAL REGISTER
- 25 Apr 2017 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 25 Apr 2017 — PUBLISHED FOR OPPOSITION
- 05 Apr 2017 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 14 Mar 2017 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 10 Mar 2017 — ASSIGNED TO EXAMINER
- 15 Dec 2016 — NOTICE OF PSEUDO MARK E-MAILED
- 14 Dec 2016 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 12 Dec 2016 — NEW APPLICATION ENTERED