INSIGHT WEALTH STRATEGIES, LLC - Trademark Details
Status: 700 - Registered
Serial Number
87911290
Registration Number
5647313
Word Mark
INSIGHT WEALTH STRATEGIES, LLC
Status
700 - Registered
Status Date
2019-01-08
Filing Date
2018-05-08
Registration Number
5647313
Registration Date
2019-01-08
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
011525, 070309, 070702, 260121, 261701, 261705, 261713 - Other natural phenomena and observable events. Lighthouses. Windows. Circles that are totally or partially shaded. Straight line(s), band(s) or bar(s). Horizontal line(s), band(s) or bar(s). Letters or words underlined and/or overlined by one or more strokes or lines.
Published for Opposition Date
2018-10-23
Law Office Assigned Location Code
N30
Employee Name
SHEN, ELIZABETH STELLA
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"WEALTH STRATEGIES, LLC"
Description of Mark
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".
Goods and Services
Financial advisory services, namely, advice relating to investments, income, expenses, and estate 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 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; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment clubs; Investment consultation; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Mutual fund investment; Real estate investment
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
2018-05-16
Primary Code
036
First Use Anywhere Date
2009-03-01
First Use In Commerce Date
2009-03-01
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
INSIGHT WEALTH STRATEGIES, LLC
Address
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Trademark Events
| Event Date | Event Description |
| 2018-05-11 | NEW APPLICATION ENTERED IN TRAM |
| 2018-05-16 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2018-05-17 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| 2018-05-16 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2018-08-30 | ASSIGNED TO EXAMINER |
| 2018-08-30 | EXAMINERS AMENDMENT -WRITTEN |
| 2018-08-30 | EXAMINERS AMENDMENT E-MAILED |
| 2018-08-30 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2018-08-30 | EXAMINER'S AMENDMENT ENTERED |
| 2018-08-31 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2018-09-12 | ASSIGNED TO LIE |
| 2018-10-03 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2018-10-23 | PUBLISHED FOR OPPOSITION |
| 2018-10-23 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2019-01-08 | REGISTERED-PRINCIPAL REGISTER |
