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INTELLIGENT REBALANCING
Live/Registered
REGISTERED AND RENEWED

on 10 Mar 2023

Last Applicant/ Owned by

Halbert Hargrove Global Advisors LLC

111 West Ocean Blvd., 23rd Floor

Long Beach

CA

90802

Serial Number

85317311 filed on 10th May 2011

Registration Number

4192824 registered on 21st Aug 2012

in the Principal Register

Correspondent Address

Gary M. Anderson, Esq.

Gary M. Anderson, Esq. Fulwider Patton LLP

Long Beach, CA 90802

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

INTELLIGENT REBALANCING

Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

Classification Information

Class [036]
Insurance & Financial Services

Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

First Use Date in General

01st May 2011

First Use Date in Commerce

10th May 2011

Mark Details

Serial Number

No 85317311

Mark Type

No Service Mark

Attorney Docket Number

No HALBE-87009

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History

Show more

Status DateAction Taken
02th Oct 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
02th Oct 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02th Oct 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
02th Oct 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02th Oct 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
02th Oct 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
10th Mar 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
10th Mar 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
10th Mar 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10th Mar 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED