CREST WEALTH MANAGEMENT
Live / Registered — Registered — Section 8 accepted (as of 11 Sept 2023)
What this means for you
Registered since 16 May 2017. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87034263
- Registration number
- 5203208
- Mark type
- Stylized text
- Filed
- 12 May 2016
- Published for opposition
- 28 Feb 2017
- Registered
- 16 May 2017
- Attorney of record
- Kathryn A. Monzo
Goods and services
- Class 036 — Insurance and financial 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
Owner
- Crest Savings Bank Corporation, Wildwood, NJ, US
- Crest Savings Bank Corporation, Wildwood, NJ, US
- Crest Savings Bank Corporation, Wildwood, NJ, US
Prior registrations
Prosecution history
- 11 Sept 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 11 Sept 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 11 Sept 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 19 Apr 2023 — TEAS SECTION 8 RECEIVED
- 16 May 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 16 May 2017 — REGISTERED-PRINCIPAL REGISTER
- 28 Feb 2017 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 28 Feb 2017 — PUBLISHED FOR OPPOSITION
- 08 Feb 2017 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 19 Jan 2017 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 29 Aug 2016 — NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
- 29 Aug 2016 — LETTER OF SUSPENSION E-MAILED
- 29 Aug 2016 — SUSPENSION LETTER WRITTEN
- 29 Aug 2016 — ASSIGNED TO EXAMINER
- 17 May 2016 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED