NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
07/24/2024
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Official data from USPTO
INSIGHT WEALTH STRATEGIES, LLC
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
20
Latest update
07/24/2024
Trademark type
Combined
Nice classes
36
Filing date
05/08/2018
Registration date
01/08/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/24/2024
Last transaction
07/24/2024
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Principal Register
First use anywhere
03/01/2009
First use in commerce
03/01/2009
Drawing code
3
Owner type
16
Owner location
San Ramon, CA
Examiner
SHEN,ELIZABETH S
Current location
FILE DESTROYED
Mark description
The mark consists of the stylized larger wording "INSIGHT" underlined, with the smaller stylized wording "WEALTH STRATEGIES, LLC" beneath it. A design of a lighthouse with lights coming from the top of the lighthouse appears in a shaded circle above the second letter "I" in "INSIGHT".
Holders and representatives
Holders
Insight Wealth Strategies, LLC
Representatives
Insight Wealth Strategies, LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial advisory servicesadvice relating to investmentsincomeexpensesestate planning; Capital investment consultation; Commodity investment advice; Equity capital investment; Financial investment in the field of wealth management; Financial services in the nature of comprehensive financial planning; Financial services in the nature of an investment security; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment clubs; Investment consultation; Investment management; Investment of funds for others; Investment servicesasset acquisitionconsultationdevelopment and management services; Management of a capital investment fund; Mutual fund investment; Real estate investment
Publications
History of USPTO decisions and trademark events.
20 publications found
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
07/24/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/24/2024
ES8R
TEAS SECTION 8 RECEIVED
01/29/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01/08/2024
R.PR
REGISTERED-PRINCIPAL REGISTER
01/08/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
10/23/2018
PUBO
PUBLISHED FOR OPPOSITION
10/23/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
10/03/2018
ALIE
ASSIGNED TO LIE
09/12/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/31/2018
XAEC
EXAMINER'S AMENDMENT ENTERED
08/30/2018
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
08/30/2018
GNEA
EXAMINERS AMENDMENT E-MAILED
08/30/2018
CNEA
EXAMINERS AMENDMENT -WRITTEN
08/30/2018
DOCK
ASSIGNED TO EXAMINER
08/30/2018
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
05/17/2018
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/16/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/16/2018
NWAP
NEW APPLICATION ENTERED
05/11/2018
Continuous trademark protection
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