INSIGHT WEALTH STRATEGIES, LLC
Live / Registered — Registered — Section 8 accepted (as of 24 Jul 2024)
What this means for you
Registered since 08 Jan 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87911290
- Registration number
- 5647313
- Mark type
- Design + words
- Filed
- 08 May 2018
- Published for opposition
- 23 Oct 2018
- Registered
- 08 Jan 2019
Goods and services
- Class 036 — Insurance and financial 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
Owner
- Insight Wealth Strategies, LLC, San Ramon, CA, US
- Insight Wealth Strategies, LLC, San Ramon, CA, US
- Insight Wealth Strategies, LLC, San Ramon, CA, US
Prosecution history
- 24 Jul 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 24 Jul 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 24 Jul 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 29 Jan 2024 — TEAS SECTION 8 RECEIVED
- 08 Jan 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 08 Jan 2019 — REGISTERED-PRINCIPAL REGISTER
- 23 Oct 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 23 Oct 2018 — PUBLISHED FOR OPPOSITION
- 03 Oct 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 12 Sept 2018 — ASSIGNED TO LIE
- 31 Aug 2018 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 30 Aug 2018 — EXAMINER'S AMENDMENT ENTERED
- 30 Aug 2018 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 30 Aug 2018 — EXAMINERS AMENDMENT E-MAILED
- 30 Aug 2018 — EXAMINERS AMENDMENT -WRITTEN