VERTICAL INSURANCE WEALTH MANAGEMENT Trademark

Trademark Overview

On Thursday, November 5, 2015, a trademark application was filed for VERTICAL INSURANCE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the VERTICAL INSURANCE WEALTH MANAGEMENT trademark a serial number of 86811369. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, August 16, 2022. This trademark is owned by Vertical Insurance and Wealth Management, Inc.. The VERTICAL INSURANCE WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Life insurance brokerage; Health insurance brokerage; Insurance consulting in the fields of life insurance and health insurance; Financial services, namely, wealth management services
vertical insurance wealth management

General Information

Serial Number86811369
Word MarkVERTICAL INSURANCE WEALTH MANAGEMENT
Filing DateThursday, November 5, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, August 16, 2022
Registration Number5006508
Registration DateTuesday, July 26, 2016
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, May 10, 2016

Trademark Statements

Description of MarkThe mark consists of a pair of slanted parallel lines, with the terms "VERTICAL" and "INSURANCE" positioned to the left of the lines, and the terms "WEALTH" and "MANAGEMENT" positioned to the right of the lines. The term "VERTICAL" is positioned immediately above the term "INSURANCE", and a horizontal line is positioned immediately below the term "INSURANCE". The term "WEALTH" is positioned immediately above the term "MANAGEMENT", and a horizontal line is positioned immediately below the term "MANAGEMENT".
Goods and ServicesLife insurance brokerage; Health insurance brokerage; Insurance consulting in the fields of life insurance and health insurance; Financial services, namely, wealth management services
Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"INSURANCE" OR "WEALTH MANAGEMENT"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 10, 2015
Primary Code036
First Use Anywhere DateThursday, June 18, 2015
First Use In Commerce DateWednesday, October 21, 2015

Trademark Owner History

Party NameVertical Insurance and Wealth Management, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660
Party NameVertical Insurance and Wealth Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660
Party NameVertical Insurance and Wealth Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNewport Beach, CA 92660

Trademark Events

Event DateEvent Description
Tuesday, August 16, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, August 16, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, August 15, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 14, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, March 14, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, March 14, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, February 26, 2022TEAS SECTION 8 & 15 RECEIVED
Tuesday, February 8, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 8, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 8, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, July 26, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, August 8, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, February 16, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, July 26, 2016REGISTERED-PRINCIPAL REGISTER
Tuesday, May 10, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 10, 2016PUBLISHED FOR OPPOSITION
Wednesday, April 20, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, April 4, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, March 30, 2016NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Tuesday, March 29, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, March 29, 2016USE AMENDMENT ACCEPTED
Tuesday, March 29, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, March 29, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, March 22, 2016ASSIGNED TO LIE
Tuesday, March 8, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, March 9, 2016AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, March 9, 2016USE AMENDMENT FILED
Tuesday, March 8, 2016TEAS AMENDMENT OF USE RECEIVED
Thursday, March 3, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 3, 2016NON-FINAL ACTION E-MAILED
Thursday, March 3, 2016NON-FINAL ACTION WRITTEN
Wednesday, March 2, 2016ASSIGNED TO EXAMINER
Sunday, February 28, 2016ASSIGNED TO EXAMINER
Wednesday, November 11, 2015NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, November 10, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, November 9, 2015NEW APPLICATION ENTERED IN TRAM

Related Keywords

management wealth insurance vertical services life health brokerage namely fields consulting