TrademarkDir
SETTLESMART
LIVE

Serial Number

90609631

Owner

BALASA DINVERNO FOLTZ LLC

First Use Date

Nov 1, 2019

Filing Date

Mar 29, 2021

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SETTLESMART Trademark

Serial Number: 90609631 • Registration: 7051523

SETTLESMART is a trademark filed by BALASA DINVERNO FOLTZ LLC on March 29, 2021. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

BALASA DINVERNO FOLTZ LLC (5 trademarks)

ITASCA, IL 60143

Entity Type: 16

CI PRIVATE WEALTH, LLC

2 SOUTH BISCAYNE BLVD., SUITE 3200
MIAMI, FL 33131

Entity Type: 16

Trademark Details

Filing Date

March 29, 2021

Registration Date

May 16, 2023

First Use Anywhere

November 1, 2019

First Use in Commerce

November 1, 2019

Published for Opposition

November 29, 2022

Goods & Services

Financial services, namely, wealth management services relating to matrimonial matters, divorce proceedings, and separations; financial planning and investment advisory services relating to matrimonial matters, divorce proceedings, and separations; strategic financial advisory services relating to matrimonial matters, divorce proceedings, and separations; investment management services relating to matrimonial matters, divorce proceedings, and separations

Filing History

WITHDRAWAL OF ATTORNEY GRANTED
Feb 14, 2025 WOAG
TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Feb 14, 2025 WOAR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 13, 2025 TCCA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 13, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 13, 2025 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jun 14, 2023 ASGN
NOTICE OF REGISTRATION CONFIRMATION EMAILED
May 16, 2023 NRCC
REGISTERED-PRINCIPAL REGISTER
May 16, 2023 R.PR
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Apr 9, 2023 ETOP
EXTENSION OF TIME TO OPPOSE RECEIVED
Dec 8, 2022 ETOF
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Nov 29, 2022 NPUB
PUBLISHED FOR OPPOSITION
Nov 29, 2022 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Nov 9, 2022 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 27, 2022 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 24, 2022 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 23, 2022 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Sep 23, 2022 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Apr 29, 2022 GNFN
FINAL REFUSAL E-MAILED
Apr 29, 2022 GNFR
FINAL REFUSAL WRITTEN
Apr 29, 2022 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 30, 2022 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 29, 2022 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 29, 2022 TROA
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 4, 2022 ASGN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Nov 12, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 12, 2021 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Nov 12, 2021 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 12, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 12, 2021 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Nov 12, 2021 COAR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 8, 2021 GNRN
NON-FINAL ACTION E-MAILED
Nov 8, 2021 GNRT
NON-FINAL ACTION WRITTEN
Nov 8, 2021 CNRT
ASSIGNED TO EXAMINER
Nov 8, 2021 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 4, 2021 NWOS
NEW APPLICATION ENTERED
Apr 1, 2021 NWAP

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