| Serial Number | 78818925 |
| Word Mark | INSIGHT WEALTH MANAGEMENT |
| Filing Date | Monday, February 20, 2006 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Wednesday, February 1, 2017 |
| Registration Number | 3264529 |
| Registration Date | Tuesday, July 17, 2007 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 1, 2007 |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| Goods and 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 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, February 28, 2006 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, December 31, 2002 |
| First Use In Commerce Date | Friday, September 12, 2003 |
| Party Name | EVERMAY WEALTH MANAGEMENT, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | ARLINGTON, VA 22209 |
| Party Name | Insight Wealth Management, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Gainesville, VA 20155 |
| Party Name | Insight Wealth Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Gainesville, VA 20155 |
| Party Name | Insight Wealth Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Gainesville, VA 20155 |
| Event Date | Event Description |
| Tuesday, February 28, 2006 | NEW APPLICATION ENTERED |
| Wednesday, August 9, 2006 | ASSIGNED TO EXAMINER |
| Thursday, August 10, 2006 | NON-FINAL ACTION WRITTEN |
| Thursday, August 10, 2006 | NON-FINAL ACTION E-MAILED |
| Thursday, February 1, 2007 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, February 1, 2007 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, February 2, 2007 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 6, 2007 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 7, 2007 | ASSIGNED TO LIE |
| Wednesday, March 7, 2007 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, April 11, 2007 | NOTICE OF PUBLICATION |
| Tuesday, May 1, 2007 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 17, 2007 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, June 26, 2013 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, July 12, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, July 13, 2013 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Sunday, July 14, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Sunday, July 17, 2016 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, November 28, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, November 28, 2016 | TEAS SECTION 8 & 9 RECEIVED |
| Wednesday, February 1, 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, February 1, 2017 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Wednesday, February 1, 2017 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Wednesday, February 1, 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Wednesday, December 24, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |