WEALTHCREST FINANCIAL SERVICES
Live / Registered — Registered and renewed (as of 29 Mar 2017)
What this means for you
Registered since 23 Oct 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 23 Oct 2017).
Record
- Serial number
- 78961925
- Registration number
- 3321860
- Mark type
- Stylized text
- Filed
- 28 Aug 2006
- Published for opposition
- 24 Apr 2007
- Registered
- 23 Oct 2007
- Next maintenance due
- 23 Oct 2017
Goods and services
- Class 036 — Insurance and financial 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
Owner
- Beagle, Patrick B, Springfield, VA, US
- Beagle, Patrick B, Springfield, VA, US
- Beagle, Patrick B, Springfield, VA, US
- Beagle, Patrick B, Springfield, VA, US
- Beagle, Patrick B, Springfield, VA, US
- Beagle, Patrick B, Springfield, VA, US
Prosecution history
- 29 Mar 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 29 Mar 2017 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 29 Mar 2017 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 29 Mar 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 01 Feb 2017 — TEAS SECTION 8 & 9 RECEIVED
- 01 Feb 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 23 Oct 2016 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 06 Nov 2015 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 07 May 2013 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 07 May 2013 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 07 May 2013 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 26 Apr 2013 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 26 Apr 2013 — TEAS SECTION 8 RECEIVED
- 23 Oct 2007 — REGISTERED-PRINCIPAL REGISTER
- 14 Sept 2007 — LAW OFFICE REGISTRATION REVIEW COMPLETED