REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/26/2025
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Official data from USPTO
VERTICAL INSURANCE & WEALTH MANAGEMENT
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
VERTICAL INSURANCE & WEALTH MANAGEMENT
ST13
US500000086811366Class
36
Filing
86811366
Registration
5006507
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
37
Latest update
07/27/2025
Trademark type
Word
Nice classes
36
Filing date
11/05/2015
Registration date
07/26/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/16/2022
Last transaction
07/27/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
06/18/2015
First use in commerce
10/21/2015
Drawing code
4
Owner type
03
Owner location
Newport Beach, CA
Examiner
WIENER, MICHAEL
Law office
L80
Current location
TMEG LAW OFFICE 108
Holders and representatives
Holders
Vertical Insurance and Wealth Management, Inc.
Representatives
Justin G. Sanders Master Key IP, LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Life insurance brokerage; Health insurance brokerage; Insurance consulting in the fields of life insurance and health insurance; Financial serviceswealth management services
Publications
History of USPTO decisions and trademark events.
37 publications found
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
08/16/2022
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
08/16/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/15/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/14/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
03/14/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
03/14/2022
E815
TEAS SECTION 8 & 15 RECEIVED
02/26/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/08/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/08/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/08/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/26/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/08/2017
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/16/2017
R.PR
REGISTERED-PRINCIPAL REGISTER
07/26/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/10/2016
PUBO
PUBLISHED FOR OPPOSITION
05/10/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/20/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
04/04/2016
AAUA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
03/29/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/28/2016
IUAA
USE AMENDMENT ACCEPTED
03/28/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/28/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/28/2016
ALIE
ASSIGNED TO LIE
03/22/2016
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
03/09/2016
IUAF
USE AMENDMENT FILED
03/09/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/08/2016
EAAU
TEAS AMENDMENT OF USE RECEIVED
03/08/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/03/2016
GNRT
NON-FINAL ACTION E-MAILED
03/03/2016
CNRT
NON-FINAL ACTION WRITTEN
03/03/2016
DOCK
ASSIGNED TO EXAMINER
03/02/2016
DOCK
ASSIGNED TO EXAMINER
02/28/2016
MPMK
NOTICE OF PSEUDO MARK E-MAILED
11/11/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/10/2015
NWAP
NEW APPLICATION ENTERED
11/09/2015
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