BALANCE SHEET OPTIMIZATION

Live / Registered — Registered (as of 10 Mar 2026)

What this means for you

Registered since 10 Mar 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97587692
Registration number
8169959
Mark type
Stylized text
Filed
12 Sept 2022
Published for opposition
24 Dec 2024
Registered
10 Mar 2026
Attorney of record
Bernard G. Pike

Goods and services

  • Class 036 — Insurance and financial services: Financial planning, namely, financial asset management in the nature of asset allocation analysis; financial consultation; investment consultation; investment management; financial analysis; financial trust administration; financial retirement plan consulting services

Owner

Prosecution history

  • 10 Mar 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 10 Mar 2026 — REGISTERED-PRINCIPAL REGISTER
  • 17 Feb 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 17 Feb 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 21 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 21 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 15 Jan 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 23 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 23 Oct 2025 — NON-FINAL ACTION E-MAILED
  • 23 Oct 2025 — SU - NON-FINAL ACTION - WRITTEN
  • 01 Jul 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 27 Mar 2025 — USE AMENDMENT FILED
  • 01 Jul 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 30 Jun 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 27 Mar 2025 — TEAS STATEMENT OF USE RECEIVED

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