INSIGHT WEALTH MANAGEMENT
Live / Registered — Registered and renewed (as of 01 Feb 2017)
What this means for you
Registered since 17 Jul 2007. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 17 Jul 2017).
Record
- Serial number
- 78818925
- Registration number
- 3264529
- Mark type
- Stylized text
- Filed
- 20 Feb 2006
- Published for opposition
- 01 May 2007
- Registered
- 17 Jul 2007
- Next maintenance due
- 17 Jul 2017
- Attorney of record
- Matthew H. Swyers, Esq.
Goods and services
- Class 036 — Insurance and financial services: Advice relating to investments; Capital investment consultation; Commodity investment advice; Equity capital investment; Financial investment in the field of wealth management; 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; Leveraged buy outs and investments in financially distressed or underperforming companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Mutual fund investment; Real estate investment
Owner
- EVERMAY WEALTH MANAGEMENT, LLC, ARLINGTON, VA, US
- Insight Wealth Management, Inc., Gainesville, VA, US
- Insight Wealth Management, Inc., Gainesville, VA, US
- Insight Wealth Management, Inc., Gainesville, VA, US
Prosecution history
- 24 Dec 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 01 Feb 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 01 Feb 2017 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 01 Feb 2017 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 01 Feb 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 28 Nov 2016 — TEAS SECTION 8 & 9 RECEIVED
- 28 Nov 2016 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 Jul 2016 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 14 Jul 2013 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 13 Jul 2013 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 12 Jul 2013 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 26 Jun 2013 — TEAS SECTION 8 & 15 RECEIVED
- 17 Jul 2007 — REGISTERED-PRINCIPAL REGISTER
- 01 May 2007 — PUBLISHED FOR OPPOSITION
- 11 Apr 2007 — NOTICE OF PUBLICATION