Who owns the VALUES + VALUE trademark?

The VALUES + VALUE trademark is owned by Balanced Rock Investment Advisors LLC.

What class is the VALUES + VALUE trademark registered in?

The VALUES + VALUE trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for VALUES + VALUE?

The USPTO serial number for VALUES + VALUE is 87262782.

What is the registration number for VALUES + VALUE?

VALUES + VALUE is registered under USPTO registration number 5241068.

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Home Search: VALUES + VALUEVALUES + VALUE #87262782

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Updated Sep 26, 2026·21 searches this week

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VAL

USPTO Trademark Record

REGISTERED

VALUES + VALUE

SN 87262782·Reg 5241068·Filed Dec 08, 2016

Owner Balanced Rock Investment Advisors LLC

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

VALUES + VALUE (Serial No. 87262782), Registration No. 5241068, is a registered US trademark filed on Dec 08, 2016 by Balanced Rock Investment Advisors LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

renewal 10y period: July 12, 2027289 days remaining

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Mark Intelligence

VALUES + VALUE (Reg. #5241068) is a registered US trademark that has been protecting its owner, Balanced Rock Investment Advisors LLC, since 2016. 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

Dec 08, 2016

SERIAL

87262782

REG#

5241068

REGISTERED

Jul 11, 2017

Filing Information

StatusREGISTERED

Filing DateDec 08, 2016

Serial Number87262782

Registration No.5241068

Registration DateJul 11, 2017

Status DateNov 06, 2023

Published for OppositionApr 25, 2017

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: Mar 31, 2015

First use in commerce: Mar 31, 2015

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

15 events

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

Jul 11, 2026

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

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Nov 06, 2023

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Nov 06, 2023

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Nov 06, 2023

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

TEAS SECTION 8 RECEIVED

Jul 10, 2023

TEAS SECTION 8 RECEIVED

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

Jul 11, 2022

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

REGISTERED-PRINCIPAL REGISTER

Jul 11, 2017

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Apr 25, 2017

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 25, 2017

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 05, 2017

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 14, 2017

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Mar 10, 2017

ASSIGNED TO EXAMINER

NOTICE OF PSEUDO MARK E-MAILED

Dec 15, 2016

NOTICE OF PSEUDO MARK E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 14, 2016

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Dec 12, 2016

NEW APPLICATION ENTERED

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