WST ASSET MANAGER Trademark

Trademark Overview


On Monday, June 24, 2013, a trademark application was filed for WST ASSET MANAGER with the United States Patent and Trademark Office. The USPTO has given the WST ASSET MANAGER trademark a serial number of 85967609. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, August 9, 2024. This trademark is owned by Wilbanks Smith & Thomas Asset Management, LLC. The WST ASSET MANAGER trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial analysis; providing portfolio and investment management services; providing portfolio and investment management services through use of proprietary quantitative software; providing financial asset and wealth management advisory and consulting services through use of proprietary quantitative software; financial portfolio management and support services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; risk assessment and allocation of assets among various investment classes
wst asset manager

General Information


Serial Number85967609
Word MarkWST ASSET MANAGER
Filing DateMonday, June 24, 2013
Status710 - CANCELLED - SECTION 8
Status DateFriday, August 9, 2024
Registration Number4475080
Registration DateTuesday, January 28, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 12, 2013

Trademark Statements


Pseudo MarkWILBANKS SMITH & THOMAS ASSET MANAGER
Goods and ServicesFinancial services, namely, financial analysis; providing portfolio and investment management services; providing portfolio and investment management services through use of proprietary quantitative software; providing financial asset and wealth management advisory and consulting services through use of proprietary quantitative software; financial portfolio management and support services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; risk assessment and allocation of assets among various investment classes
NOT AVAILABLE"ASSET MANAGER"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, August 9, 2024
Primary Code036
First Use Anywhere DateTuesday, April 30, 2013
First Use In Commerce DateTuesday, April 30, 2013

Trademark Owner History


Party NameCLEARSTEAD ADVISORS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCLEVELAND, OH 44114

Party NameWilbanks Smith & Thomas Asset Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNorfolk, VA 23510

Party NameWilbanks Smith & Thomas Asset Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNorfolk, VA 23510

Party NameWilbanks Smith & Thomas Asset Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNorfolk, VA 23510

Trademark Events


Event DateEvent Description
Saturday, July 6, 2013NOTICE OF PSEUDO MARK E-MAILED
Wednesday, September 18, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, June 27, 2013NEW APPLICATION ENTERED
Friday, July 5, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 6, 2013ASSIGNED TO EXAMINER
Saturday, September 7, 2013NON-FINAL ACTION WRITTEN
Saturday, September 7, 2013NON-FINAL ACTION E-MAILED
Saturday, September 7, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, October 4, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, October 23, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 12, 2013PUBLISHED FOR OPPOSITION
Tuesday, January 28, 2014REGISTERED-PRINCIPAL REGISTER
Monday, January 28, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, August 13, 2019TEAS SECTION 8 & 15 RECEIVED
Wednesday, September 18, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 18, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, September 19, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, September 30, 2013ASSIGNED TO LIE
Tuesday, November 12, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Saturday, January 28, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, April 10, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, May 1, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, September 20, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, September 20, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, September 20, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, May 1, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, May 1, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, August 9, 2024CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9