LIVING BALANCE SHEET

Live / Registered — Registered and renewed (as of 28 Sept 2017)

What this means for you

Registered since 28 Aug 2007. 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 (the §8 & §9 renewal is due by 28 Aug 2027, and its filing window is open now).

Record

Serial number
78622282
Registration number
3286873
Mark type
Word mark
Filed
04 May 2005
Published for opposition
13 Jun 2006
Registered
28 Aug 2007
Current term from
28 Aug 2017
Next maintenance filing
§8 & §9 renewal, due by 28 Aug 2027 (grace period to 28 Feb 2028)
Attorney of record
Catherine M.C. Farrelly

Goods and services

  • Class 042 — Scientific and technological services: providing on-line non-downloadable computer software for financial portfolio management, financial valuation, and financial record organization for individual clients, insurance agents and insurance agency personnel; providing information on a website on a global computer network for financial portfolio management, financial valuation and financial records for individual clients, insurance agents and insurance agency personnel

Owner

Prosecution history

  • 28 Aug 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 22 Apr 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 22 Apr 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 22 Apr 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 22 Apr 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 22 Apr 2022 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 26 Sept 2019 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 26 Sept 2019 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 28 Sept 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED
  • 28 Sept 2017 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 28 Sept 2017 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 26 Sept 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 21 Aug 2017 — TEAS SECTION 8 & 9 RECEIVED
  • 05 Apr 2017 — REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
  • 31 Jan 2017 — CORRESPONDENCE RECEIVED IN LAW OFFICE

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