Who owns the HAPPY BALANCED trademark?

The HAPPY BALANCED trademark is owned by FINANCIAL INDEPENDENCE PLANNING, LLC.

What class is the HAPPY BALANCED trademark registered in?

The HAPPY BALANCED trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for HAPPY BALANCED?

The USPTO serial number for HAPPY BALANCED is 86435247.

What is the registration number for HAPPY BALANCED?

HAPPY BALANCED is registered under USPTO registration number 4834986.

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Updated Sep 27, 2026·27 searches this week

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USPTO Trademark Record

REGISTERED

HAPPY BALANCED

SN 86435247·Reg 4834986·Filed Oct 27, 2014

Owner FINANCIAL INDEPENDENCE PLANNING, LLC

Financial, monetary and banking services; insurance services; real estate services.

HAPPY BALANCED (Serial No. 86435247), Registration No. 4834986, is a registered US trademark filed on Oct 27, 2014 by FINANCIAL INDEPENDENCE PLANNING, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: October 22, 2035

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Mark Intelligence

HAPPY BALANCED (Reg. #4834986) is a registered US trademark that has been protecting its owner, FINANCIAL INDEPENDENCE PLANNING, LLC, since 2014. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Oct 27, 2014

SERIAL

86435247

REG#

4834986

REGISTERED

Oct 20, 2015

Filing Information

StatusREGISTERED

Filing DateOct 27, 2014

Serial Number86435247

Registration No.4834986

Registration DateOct 20, 2015

Status DateJan 23, 2026

Published for OppositionAug 04, 2015

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 Accepted

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 01, 2011

First use in commerce: Dec 01, 2011

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

27 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jan 23, 2026

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Jan 23, 2026

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Jan 23, 2026

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Jan 23, 2026

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

TEAS SECTION 8 & 9 RECEIVED

Oct 17, 2025

TEAS SECTION 8 & 9 RECEIVED

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Oct 20, 2024

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Apr 13, 2022

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Apr 13, 2022

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Apr 13, 2022

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

TEAS SECTION 8 RECEIVED

Oct 18, 2021

TEAS SECTION 8 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Oct 20, 2020

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-PRINCIPAL REGISTER

Oct 20, 2015

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Aug 04, 2015

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Aug 04, 2015

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jul 15, 2015

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

LAW OFFICE PUBLICATION REVIEW COMPLETED

Jul 02, 2015

LAW OFFICE PUBLICATION REVIEW COMPLETED

ASSIGNED TO LIE

Jun 29, 2015

ASSIGNED TO LIE

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jun 11, 2015

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jun 11, 2015

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Jun 11, 2015

TEAS/EMAIL CORRESPONDENCE ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jun 11, 2015

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Feb 17, 2015

ASSIGNED TO EXAMINER

PRIORITY ACTION WRITTEN

Feb 17, 2015

PRIORITY ACTION WRITTEN

PRIORITY ACTION E-MAILED

Feb 17, 2015

PRIORITY ACTION E-MAILED

NOTIFICATION OF PRIORITY ACTION E-MAILED

Feb 17, 2015

NOTIFICATION OF PRIORITY ACTION E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Nov 04, 2014

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Oct 30, 2014

NEW APPLICATION ENTERED

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Additional USPTO filings from the same owner.

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HAP

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