| Serial Number | 87911290 |
| Word Mark | INSIGHT WEALTH STRATEGIES, LLC |
| Filing Date | Tuesday, May 8, 2018 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Wednesday, July 24, 2024 |
| Registration Number | 5647313 |
| Registration Date | Tuesday, January 8, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 23, 2018 |
| Description of Mark | The mark consists of the stylized larger wording "INSIGHT" underlined, with the smaller stylized wording "WEALTH STRATEGIES, LLC" beneath it. A design of a lighthouse with lights coming from the top of the lighthouse appears in a shaded circle above the second letter "I" in "INSIGHT". |
| Goods and 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH STRATEGIES, LLC" |
| 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 | Wednesday, May 16, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 1, 2009 |
| First Use In Commerce Date | Sunday, March 1, 2009 |
| Party Name | Insight Wealth Strategies, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Ramon, CA 94583 |
| Party Name | Insight Wealth Strategies, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Ramon, CA 94583 |
| Party Name | Insight Wealth Strategies, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Ramon, CA 94583 |
| Event Date | Event Description |
| Thursday, August 30, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Friday, May 11, 2018 | NEW APPLICATION ENTERED |
| Wednesday, May 16, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 16, 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, May 17, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, August 30, 2018 | ASSIGNED TO EXAMINER |
| Thursday, August 30, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 30, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, August 30, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, January 29, 2024 | TEAS SECTION 8 RECEIVED |
| Wednesday, July 24, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, July 24, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Wednesday, July 24, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Friday, August 31, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 12, 2018 | ASSIGNED TO LIE |
| Wednesday, October 3, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 23, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 23, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 8, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Monday, January 8, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |