TrademarkDir
VISTABALANCER
LIVE

Serial Number

99616304

Owner

Vistamark Investments LLC

Attorney

Derrick Morgan Jr.

First Use Date

Jul 1, 2025

Filing Date

Jan 26, 2026

Add to watchlist:

No watchlists yet
+ Create New Watchlist
View on USPTO

VISTABALANCER Trademark

Serial Number: 99616304

VISTABALANCER is a trademark filed by Vistamark Investments LLC on January 26, 2026. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Vistamark Investments LLC (4 trademarks)

333 Chestnut Street Suite 100
Hinsdale, IL 60610

Entity Type: 16

Trademark Details

Filing Date

January 26, 2026

Registration Date

Not Registered

First Use Anywhere

July 1, 2025

First Use in Commerce

July 1, 2025

Goods & Services

Financial services, namely, investment portfolio monitoring and rebalancing services, analysis of investment portfolio drift against target asset allocations, and provision of rebalancing recommendations and investment risk and return analytics, all in the field of investment management.

Filing History

TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 28, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 28, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 28, 2026 TROA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 29, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 29, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 29, 2026 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 28, 2026 GNRN
NON-FINAL ACTION E-MAILED
May 28, 2026 GNRT
NON-FINAL ACTION WRITTEN
May 28, 2026 CNRT
ASSIGNED TO EXAMINER
May 23, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 18, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Jan 26, 2026 MAFR
NEW APPLICATION ENTERED
Jan 26, 2026 NWAP

Related Trademarks

More from this Owner

VISTAWEALTH OFFICE IS OUR DIFFERENTIATED FAMILY OFFICE SERVICES PLATFORM.

VISTAWEALTH OFFICE IS OUR DIFFERENTIATED FAMILY OFFICE SERVICES PLATFORM.

INTEGRATED CHIEF INVESTMENT OFFICER

INTEGRATED CHIEF INVESTMENT OFFICER

VISTABUILDER

VISTABUILDER