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INSIGHT WEALTH STRATEGIES, LLC
Live/Registered
SECTION 8-ACCEPTED

accepted

on 24 Jul 2024

Last Applicant/ Owned by

2603 Camino Ramon

San Ramon

CA

94583

Serial Number

87911290 filed on 08th May 2018

Registration Number

5647313 registered on 08th Jan 2019

in the Principal Register

Correspondent Address

2603 Camino Ramon

SAN RAMON, CA 94583

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

INSIGHT WEALTH STRATEGIES, LLC

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 service Read More

Classification Information


Class [036]
Insurance & Financial 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


First Use Date in General

01st Mar 2009

First Use Date in Commerce

01st Mar 2009

Mark Details


Serial Number

No 87911290

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

01.15.25 -

Other natural phenomena and observable events

07.03.09 -

Lighthouses

07.07.02 -

Windows

26.01.21 -

Circles that are totally or partially shaded

26.17.01 -

Straight line(s), band(s) or bar(s)

26.17.05 -

Horizontal line(s), band(s) or bar(s)

26.17.13 -

Letters or words underlined and/or overlined by one or more strokes or lines

Legal History


Show more

Status DateAction Taken
24th Jul 2024NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
24th Jul 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED
24th Jul 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
29th Jan 2024TEAS SECTION 8 RECEIVED
08th Jan 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
08th Jan 2019REGISTERED-PRINCIPAL REGISTER
23rd Oct 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
23rd Oct 2018PUBLISHED FOR OPPOSITION
03rd Oct 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12th Sep 2018ASSIGNED TO LIE