DYNAMIC REBALANCE - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Image for trademark with serial number 85198150
Serial Number
85198150
Registration Number
4127647
Word Mark
DYNAMIC REBALANCE
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2017-06-01
Filing Date
2010-12-15
Registration Number
4127647
Registration Date
2012-04-17
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2012-01-31
Attorney Name
Raymond Amoroso, III
Law Office Assigned Location Code
L60
Employee Name
WELLS, CHRISTOPHER WIL
Statements
Disclaimer with Predetermined Text
"REBALANCE"
Goods and 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; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment of funds for others, Such services not being for the use of mutual funds or the management or provision of mutual funds
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2010-12-20
Primary Code
036
First Use Anywhere Date
2009-04-01
First Use In Commerce Date
2009-04-01
Current Trademark Owners
Party Name
O'Shaughnessy Asset Management, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
O'Shaughnessy Asset Management, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
O'Shaughnessy Asset Management, LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
O'Shaughnessy Asset Management, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
RAYMOND AMOROSO, III
Address
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Trademark Events
Event DateEvent Description
2010-12-18NEW APPLICATION ENTERED IN TRAM
2010-12-20NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2011-03-17ASSIGNED TO EXAMINER
2011-03-17NON-FINAL ACTION WRITTEN
2011-03-17NON-FINAL ACTION E-MAILED
2011-03-17NOTIFICATION OF NON-FINAL ACTION E-MAILED
2011-09-13TEAS RESPONSE TO OFFICE ACTION RECEIVED
2011-09-13CORRESPONDENCE RECEIVED IN LAW OFFICE
2011-09-13TEAS/EMAIL CORRESPONDENCE ENTERED
2011-09-21SUSPENSION LETTER WRITTEN
2011-09-21LETTER OF SUSPENSION E-MAILED
2011-09-21NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
2011-11-29TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
2011-11-29CORRESPONDENCE RECEIVED IN LAW OFFICE
2011-11-30TEAS/EMAIL CORRESPONDENCE ENTERED
2011-12-05APPROVED FOR PUB - PRINCIPAL REGISTER
2011-12-22ASSIGNED TO LIE
2011-12-27LAW OFFICE PUBLICATION REVIEW COMPLETED
2012-01-11NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2012-01-31PUBLISHED FOR OPPOSITION
2012-01-31OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2012-02-22CHANGES/CORRECTIONS AFTER PUB APPROVAL ENTERED
2012-04-17REGISTERED-PRINCIPAL REGISTER
2017-04-17COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2017-04-17TEAS SECTION 8 & 15 RECEIVED
2017-06-01CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2017-06-01REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2017-06-01NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2021-04-17COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED