| Serial Number | 86728329 |
| Word Mark | WST RESEARCH |
| Filing Date | Tuesday, August 18, 2015 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, November 25, 2022 |
| Registration Number | 4955060 |
| Registration Date | Tuesday, May 10, 2016 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 23, 2016 |
| Description of Mark | The mark consists of the stylized letters "WST" in a square box design with the word "Research" to the right of the box design. |
| Pseudo Mark | WILBANKS SMITH AND THOMAS RESEARCH |
| Goods and Services | 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; financial portfolio management and support services utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services that uniquely combine asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services utilizing a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection; financial portfolio management and support services provided through use of proprietary software, utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services provided through use of proprietary software, designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services provided through use of proprietary quantitative software that uniquely combines asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services provided through use of proprietary quantitative software following a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "RESEARCH" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, November 25, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, July 8, 2015 |
| First Use In Commerce Date | Wednesday, July 8, 2015 |
| Party Name | Wilbanks Smith & Thomas Asset Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Norfolk, VA 23510 |
| Party Name | Wilbanks Smith & Thomas Asset Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Norfolk, VA 23510 |
| Party Name | Wilbanks Smith & Thomas Asset Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Norfolk, VA 23510 |
| Event Date | Event Description |
| Friday, November 25, 2022 | CANCELLED SEC. 8 (6-YR) |
| Monday, May 10, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, May 10, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 23, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 23, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 3, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, December 9, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 9, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, December 9, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, December 9, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, December 9, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, December 2, 2015 | ASSIGNED TO EXAMINER |
| Saturday, August 22, 2015 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, August 21, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, August 21, 2015 | NEW APPLICATION ENTERED IN TRAM |