NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
03/29/2017
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Official data from USPTO
WEALTHCREST FINANCIAL SERVICES
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: US
Quick snapshot
WEALTHCREST FINANCIAL SERVICES
ST13
US500000078961925Class
36
Filing
78961925
Registration
3321860
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
28
Latest update
03/29/2017
Trademark type
Word
Nice classes
36
Filing date
08/28/2006
Registration date
10/23/2007
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/29/2017
Last transaction
03/29/2017
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
08/25/2006
First use in commerce
09/04/2007
Drawing code
4
Owner type
16
Owner location
Springfield, VA, US
Examiner
CORDOVA, RAUL
Law office
M50
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
Beagle, Patrick B
Representatives
Patrick Beagle
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Administration of employee benefit plans; Brokerage in the field of insurance; Financial evaluation for insurance purposes; Financial planning consultation; Financial planningnamely the creation of personalized strategies to achieve financial independence; Financial risk management; Financial servicesnamely assisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial servicesissuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Insurance agency and brokerage; Insurance consultation; Investment management
Publications
History of USPTO decisions and trademark events.
28 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
03/29/2017
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
03/29/2017
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/29/2017
E89R
TEAS SECTION 8 & 9 RECEIVED
02/01/2017
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/01/2017
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
10/23/2016
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/06/2015
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
05/07/2013
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
05/07/2013
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/07/2013
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/26/2013
ES8R
TEAS SECTION 8 RECEIVED
04/26/2013
R.PR
REGISTERED-PRINCIPAL REGISTER
10/23/2007
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
09/14/2007
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/13/2007
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/12/2007
IUAF
USE AMENDMENT FILED
09/10/2007
EISU
TEAS STATEMENT OF USE RECEIVED
09/10/2007
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
07/17/2007
PUBO
PUBLISHED FOR OPPOSITION
04/24/2007
NPUB
NOTICE OF PUBLICATION
04/04/2007
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/02/2007
ALIE
ASSIGNED TO LIE
03/02/2007
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/29/2007
DOCK
ASSIGNED TO EXAMINER
01/22/2007
MPMK
NOTICE OF PSEUDO MARK MAILED
09/06/2006
NWAP
NEW APPLICATION ENTERED
09/05/2006
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