REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
16/05/2026
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Dado oficial do USPTO
CREST WEALTH MANAGEMENT
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Active USPTO registrationTipo: VerbalEscritório: US
Snapshot rápido
CREST WEALTH MANAGEMENT
ST13
US500000087034263Classe
36
Pedido
87034263
Registro
5203208
Diagnóstico de risco e oportunidade
Leitura executiva para decisão de naming, protocolo e monitoramento.
Situação USPTO
Active USPTO registration
Tipo de processo
Pedido e registro
Eventos registrados
17
Atualização mais recente
17/05/2026
Classificação
Registrada
Tipo de marca
Verbal
Classes Nice
36
Data de depósito
12/05/2016
Data de registro
16/05/2017
Data de expiração
-
Ação recomendada
Execute uma análise de colidência completa e valide classes antes de qualquer protocolo ou investimento de marca.
Próximo passo
Esses são os detalhes do processo de registro. Mesmo assim, o monitoramento constante é o que garante tranquilidade de que o seu principal ativo continue protegido.
Dados completos do processo
Campos estruturados da autoridade responsável e do histórico oficial.
Data da situação
11/09/2023
Última transação
17/05/2026
Escritório responsável
United States Patent and Trademark Office
Código da situação
701
Cadastro oficial
Principal Register
Primeiro uso
01/05/2015
Primeiro uso no comércio
01/05/2015
Código do desenho
4
Tipo de titular
03
Localização do titular
Wildwood, NJ, US
Examinador
HOLTZ, ALLISON
Unidade examinadora
M20
Localização atual
TMO LAW OFFICE 111
Titulares e representantes
Titulares
C. C. (pessoa física)
Representantes
Kathryn A. Monzo MONZO CATANESE DELOLLIS, P.C.
Classificação técnica
Classes Nice
Classe 36
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 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
Publicações
Histórico de despachos e eventos da marca no USPTO.
17 publicações encontradas
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
11/09/2023
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
11/09/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/09/2023
ES8R
TEAS SECTION 8 RECEIVED
19/04/2023
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
16/05/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
16/05/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
28/02/2017
PUBO
PUBLISHED FOR OPPOSITION
28/02/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/02/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
19/01/2017
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
29/08/2016
GNSL
LETTER OF SUSPENSION E-MAILED
29/08/2016
CNSL
SUSPENSION LETTER WRITTEN
29/08/2016
DOCK
ASSIGNED TO EXAMINER
29/08/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
17/05/2016
NWAP
NEW APPLICATION ENTERED
16/05/2016
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