WEALTHCREST FINANCIAL SERVICES Trademark

Trademark Overview


On Monday, August 28, 2006, a trademark application was filed for WEALTHCREST FINANCIAL SERVICES with the United States Patent and Trademark Office. The USPTO has given the WEALTHCREST FINANCIAL SERVICES trademark a serial number of 78961925. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, March 29, 2017. This trademark is owned by Beagle, Patrick B. The WEALTHCREST FINANCIAL SERVICES trademark is filed in the Insurance & Financial Services category with the following description:

Administration of employee benefit plans; Brokerage in the field of insurance; Financial evaluation for insurance purposes; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial risk management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Insurance agency and brokerage; Insurance consultation; Investment management
wealthcrest financial services

General Information


Serial Number78961925
Word MarkWEALTHCREST FINANCIAL SERVICES
Filing DateMonday, August 28, 2006
Status800 - REGISTERED AND RENEWED
Status DateWednesday, March 29, 2017
Registration Number3321860
Registration DateTuesday, October 23, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 24, 2007

Trademark Statements


Disclaimer with Predetermined Text"Financial Services"
Goods and ServicesAdministration of employee benefit plans; Brokerage in the field of insurance; Financial evaluation for insurance purposes; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial risk management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Insurance agency and brokerage; Insurance consultation; Investment management
Pseudo MarkWEALTH CREST FINANCIAL SERVICES

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 5, 2006
Primary Code036
First Use Anywhere DateFriday, August 25, 2006
First Use In Commerce DateTuesday, September 4, 2007

Trademark Owner History


Party NameBeagle, Patrick B
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSpringfield, VA 22150

Party NameBeagle, Patrick B
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSpringfield, VA 22150

Party NameBeagle, Patrick B
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSpringfield, VA 22150

Trademark Events


Event DateEvent Description
Wednesday, March 29, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, March 29, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, March 29, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, March 29, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, February 1, 2017TEAS SECTION 8 & 9 RECEIVED
Wednesday, February 1, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, October 23, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, November 6, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, May 7, 2013NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, May 7, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, May 7, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, April 26, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, April 26, 2013TEAS SECTION 8 RECEIVED
Tuesday, October 23, 2007REGISTERED-PRINCIPAL REGISTER
Friday, September 14, 2007LAW OFFICE REGISTRATION REVIEW COMPLETED
Thursday, September 13, 2007ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, September 12, 2007STATEMENT OF USE PROCESSING COMPLETE
Monday, September 10, 2007USE AMENDMENT FILED
Monday, September 10, 2007TEAS STATEMENT OF USE RECEIVED
Tuesday, July 17, 2007NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 24, 2007PUBLISHED FOR OPPOSITION
Wednesday, April 4, 2007NOTICE OF PUBLICATION
Friday, March 2, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, March 2, 2007ASSIGNED TO LIE
Monday, January 29, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, January 22, 2007ASSIGNED TO EXAMINER
Wednesday, September 6, 2006NOTICE OF PSEUDO MARK MAILED
Tuesday, September 5, 2006NEW APPLICATION ENTERED IN TRAM