CREST WEALTH MANAGEMENT - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87034263
Serial Number
87034263
Registration Number
5203208
Word Mark
CREST WEALTH MANAGEMENT
Status
700 - Registered
Status Date
2017-05-16
Filing Date
2016-05-12
Registration Number
5203208
Registration Date
2017-05-16
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2017-02-28
Attorney Name
Law Office Assigned Location Code
M20
Employee Name
HOLTZ, ALLISON A
Statements
Disclaimer with Predetermined Text
"WEALTH MANAGEMENT"
Goods and Services
Annuity services, namely, account and investment administration; Annuity services, namely, account 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 services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial administration of retirement plans; Financial advice, namely, budget 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 services, namely, asset acquisition, consultation, development 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 services, namely, asset and investment acquisition, consultation, advisory and development; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing 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; Information, advisory, consultancy 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 products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Public equity investment management; Securities trading and investing services for others via the internet
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2016-05-17
Primary Code
036
First Use Anywhere Date
2015-05-01
First Use In Commerce Date
2015-05-01
Current Trademark Owners
Party Type
30 - Original Registrant
Address
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Trademark Owner History
Party Type
30 - Original Registrant
Address
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Party Type
20 - Owner at Publication
Address
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Party Type
10 - Original Applicant
Address
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Correspondences
Name
DANIEL S. REEVES
Address
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Prior Registrations
Relationship TypeReel Number
Prior Registration4098663
Trademark Events
Event DateEvent Description
2016-05-16NEW APPLICATION ENTERED IN TRAM
2016-05-17NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2016-08-29ASSIGNED TO EXAMINER
2016-08-29SUSPENSION LETTER WRITTEN
2016-08-29LETTER OF SUSPENSION E-MAILED
2016-08-29NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
2017-01-19APPROVED FOR PUB - PRINCIPAL REGISTER
2017-02-08NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2017-02-28PUBLISHED FOR OPPOSITION
2017-02-28OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2017-05-16REGISTERED-PRINCIPAL REGISTER