REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05/16/2026
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Official data from USPTO
CREST 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
CREST WEALTH MANAGEMENT
ST13
US500000087034263Class
36
Filing
87034263
Registration
5203208
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
17
Latest update
05/17/2026
Trademark type
Word
Nice classes
36
Filing date
05/12/2016
Registration date
05/16/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/11/2023
Last transaction
05/17/2026
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Principal Register
First use anywhere
05/01/2015
First use in commerce
05/01/2015
Drawing code
4
Owner type
03
Owner location
Wildwood, NJ, US
Examiner
HOLTZ, ALLISON
Law office
M20
Current location
TMO LAW OFFICE 111
Holders and representatives
Holders
C. C. (pessoa física)
Representatives
Kathryn A. Monzo MONZO CATANESE DELOLLIS, P.C.
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Annuity servicesaccount and investment administration; Annuity servicesaccount and investment administration and the investment and distribution of annuity funds; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial administration of retirement plans; Financial advicebudget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment servicesasset acquisitionconsultationdevelopment and management services; Life insurance brokerage; Mutual fund brokerage; Mutual fund investment; Mutual funds and capital investment; Advice relating to investments; Brokerage services for capital investments; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial services in the nature of an investment security; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesinvestment fund transfer and transaction services; Financial serviceswealth management services; 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 servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Funds investment; Global investment research services; Individual retirement account services; Informationadvisoryconsultancy and research services relating to finance and investments; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Management of a capital investment fund; Merchant banking and investment banking services; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and productstrading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations; Public equity investment management; Securities trading and investing services for others via the internet
Publications
History of USPTO decisions and trademark events.
17 publications found
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
09/11/2023
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
09/11/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/11/2023
ES8R
TEAS SECTION 8 RECEIVED
04/19/2023
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/16/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
05/16/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/28/2017
PUBO
PUBLISHED FOR OPPOSITION
02/28/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/08/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/19/2017
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
08/29/2016
GNSL
LETTER OF SUSPENSION E-MAILED
08/29/2016
CNSL
SUSPENSION LETTER WRITTEN
08/29/2016
DOCK
ASSIGNED TO EXAMINER
08/29/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/17/2016
NWAP
NEW APPLICATION ENTERED
05/16/2016
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