WEALTHCREST FINANCIAL SERVICES - Trademark Details
Status: 800 - Registered And Renewed
Image for trademark with serial number 78961925
Serial Number
78961925
Registration Number
3321860
Word Mark
WEALTHCREST FINANCIAL SERVICES
Status
800 - Registered And Renewed
Status Date
2017-03-29
Filing Date
2006-08-28
Registration Number
3321860
Registration Date
2007-10-23
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2007-04-24
Law Office Assigned Location Code
M50
Employee Name
CORDOVA, RAUL
Statements
Disclaimer with Predetermined Text
"Financial Services"
Goods and Services
Administration of employee benefit plans; Brokerage in the field of insurance; Financial evaluation for insurance purposes; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial risk management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Insurance agency and brokerage; Insurance consultation; Investment management
Pseudo Mark
WEALTH CREST FINANCIAL SERVICES
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
2006-09-05
Primary Code
036
First Use Anywhere Date
2006-08-25
First Use In Commerce Date
2007-09-04
Current Trademark Owners
Party Name
Beagle, Patrick B
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
Beagle, Patrick B
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Beagle, Patrick B
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Beagle, Patrick B
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Patrick Beagle
Address
Please log in with your Justia account to see this address.
Trademark Events
Event DateEvent Description
2006-09-05NEW APPLICATION ENTERED IN TRAM
2006-09-06NOTICE OF PSEUDO MARK MAILED
2007-01-22ASSIGNED TO EXAMINER
2007-01-29APPROVED FOR PUB - PRINCIPAL REGISTER
2007-03-02ASSIGNED TO LIE
2007-03-02LAW OFFICE PUBLICATION REVIEW COMPLETED
2007-04-04NOTICE OF PUBLICATION
2007-04-24PUBLISHED FOR OPPOSITION
2007-07-17NOA MAILED - SOU REQUIRED FROM APPLICANT
2007-09-10TEAS STATEMENT OF USE RECEIVED
2007-09-10USE AMENDMENT FILED
2007-09-12STATEMENT OF USE PROCESSING COMPLETE
2007-09-13ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2007-09-14LAW OFFICE REGISTRATION REVIEW COMPLETED
2007-10-23REGISTERED-PRINCIPAL REGISTER
2013-04-26TEAS SECTION 8 RECEIVED
2013-04-26TEAS CHANGE OF CORRESPONDENCE RECEIVED
2013-05-07CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2013-05-07REGISTERED - SEC. 8 (6-YR) ACCEPTED
2013-05-07NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
2015-11-06TEAS CHANGE OF CORRESPONDENCE RECEIVED
2016-10-23COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
2017-02-01TEAS CHANGE OF CORRESPONDENCE RECEIVED
2017-02-01TEAS SECTION 8 & 9 RECEIVED
2017-03-29CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2017-03-29REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2017-03-29REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2017-03-29NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED