Legal Representation
Attorney
Catherine M.C. Farrelly
USPTO Deadlines
Next Deadline
1039 days remaining
Section 8 & 9 (20-Year) Renewal Due (Based on registration date 2008-06-24)
Due Date
June 24, 2028
Grace Period Ends
December 24, 2028
Application History
50 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Apr 22, 2022 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Apr 22, 2022 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Apr 22, 2022 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Apr 22, 2022 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Apr 22, 2022 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Sep 26, 2019 | CHAN | I | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | Loading... |
| Sep 26, 2019 | COAR | I | TEAS CHANGE OF OWNER ADDRESS RECEIVED | Loading... |
| Jan 20, 2018 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | Loading... |
| Jan 20, 2018 | NA15 | E | SEC. 15 ACKNOWLEDGEMENT - E-MAILED | Loading... |
| Jan 20, 2018 | 15AK | O | REGISTERED - SEC. 15 ACKNOWLEDGED | Loading... |
| Jan 20, 2018 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | Loading... |
| Jan 20, 2018 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | Loading... |
| Jan 19, 2018 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Dec 20, 2017 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Dec 20, 2017 | E15R | I | TEAS SECTION 15 RECEIVED | Loading... |
| Apr 5, 2017 | CORV | 1 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED | Loading... |
| Jan 31, 2017 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Mar 19, 2015 | NAS8 | O | NOTICE OF ACCEPTANCE OF SEC. 8 - MAILED | Loading... |
| Mar 19, 2015 | 8.OK | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED | Loading... |
| Mar 19, 2015 | A7OK | O | AMENDMENT UNDER SECTION 7 - PROCESSED | Loading... |
| Oct 9, 2014 | EROP | I | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | Loading... |
| Jul 22, 2014 | PRAM | O | POST REGISTRATION ACTION MAILED - SEC. 7 | Loading... |
| Jul 1, 2014 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Jun 20, 2014 | AMD7 | I | SEC 7 REQUEST FILED | Loading... |
| Jun 20, 2014 | ES8R | I | TEAS SECTION 8 RECEIVED | Loading... |
| Jun 20, 2014 | 8.AF | I | REGISTERED - SEC. 8 (6-YR) FILED | Loading... |
| Jun 20, 2014 | ES7R | I | TEAS SECTION 7 REQUEST RECEIVED | Loading... |
| Jun 24, 2008 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| May 21, 2008 | REGV | O | LAW OFFICE REGISTRATION REVIEW COMPLETED | Loading... |
| May 21, 2008 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | Loading... |
| May 15, 2008 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE | Loading... |
| May 1, 2008 | IUAF | S | USE AMENDMENT FILED | Loading... |
| May 1, 2008 | EISU | I | TEAS STATEMENT OF USE RECEIVED | Loading... |
| Nov 29, 2007 | EX1G | S | SOU EXTENSION 1 GRANTED | Loading... |
| Nov 29, 2007 | EXT1 | S | SOU EXTENSION 1 FILED | Loading... |
| Nov 29, 2007 | EEXT | I | SOU TEAS EXTENSION RECEIVED | Loading... |
| May 29, 2007 | NOAM | O | NOA MAILED - SOU REQUIRED FROM APPLICANT | Loading... |
| Mar 6, 2007 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Feb 14, 2007 | NPUB | O | NOTICE OF PUBLICATION | Loading... |
| Jan 19, 2007 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Jan 19, 2007 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Dec 20, 2006 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Dec 20, 2006 | GNEA | O | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Dec 20, 2006 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Dec 20, 2006 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Jun 20, 2006 | GNRT | O | NON-FINAL ACTION E-MAILED | Loading... |
| Jun 20, 2006 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jun 19, 2006 | ZZZX | Z | PREVIOUS ALLOWANCE COUNT WITHDRAWN | Loading... |
| May 19, 2006 | PBCR | Z | WITHDRAWN FROM PUB - OG REVIEW QUERY | Loading... |
| Apr 26, 2006 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
Detailed Classifications
Class 036
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
First Use Anywhere:
Sep 13, 2005
First Use in Commerce:
Sep 13, 2005
Class 042
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
First Use Anywhere:
Sep 13, 2005
First Use in Commerce:
Sep 13, 2005
Additional Information
Design Mark
The mark consists of a design featuring three horizontal bars together making the shape of a square to the left of the wording "THE LIVING BALANCE SHEET" that is presented in black. The top bar is yellow. The middle bar is split in half with the left side blue and the right side red. The bottom bar is green. The bars are curved to create a waving appearance, and the spaces between the bars are white. There is also a white vertical line constituting reflective shading that cuts across all bars. The color white also constitutes background areas which are not part of the mark.
Color Claim
The colors yellow, blue, red, black, white and green are claimed as a feature of the mark.
Other
The drawing is amended to appear as follows: PUBLISH NEW CUT. In the statement, Column 2, lines 7 through line 17 are deleted, and a revised mark description is inserted.
Classification
International Classes
036
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"BALANCE SHEET"