USPTO serial 78818925
INSIGHT WEALTH MANAGEMENT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 17, 2007
- Examiner
- LAVACHE, LINDA M
- Law office
- GENERIC WEB UPDATE
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
Insight Wealth Management, Inc.
Gainesville, VA, US
EVERMAY WEALTH MANAGEMENT, LLC
ARLINGTON, VA, US
Insight Wealth Management, Inc.
Gainesville, VA, US
Insight Wealth Management, Inc.
Gainesville, VA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Matthew H. Swyers, Esq.
Insight Wealth Management, Inc.7250 Heritage Village PlazaSuite 101Gainesville, VA 20155Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Advice relating to investments; Capital investment consultation; Commodity investment advice; Equity capital investment; Financial investment in the field of wealth management; 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; Leveraged buy outs and investments in financially distressed or underperforming companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Mutual fund investment; Real estate investment | ACTIVE | Sep 12, 2003 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Insight Wealth Management, Inc.
- Other trademarks owned by EVERMAY WEALTH MANAGEMENT, LLC
- Other trademarks owned by Insight Wealth Management, Inc.
- Other trademarks owned by Insight Wealth Management, Inc.
- Other trademarks in Class 036
- Similar marks named INSIGHT WEALTH MANAGEMENT
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 17, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Dec 24, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Feb 1, 2017 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Feb 1, 2017 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Feb 1, 2017 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Feb 1, 2017 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Nov 28, 2016 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Nov 28, 2016 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 17, 2016 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 14, 2013 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jul 13, 2013 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jul 12, 2013 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 26, 2013 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 17, 2007 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| May 1, 2007 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Apr 11, 2007 | NPUB | NOTICE OF PUBLICATION | — |
| Mar 7, 2007 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Mar 7, 2007 | ALIE | ASSIGNED TO LIE | — |
| Feb 6, 2007 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 2, 2007 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 1, 2007 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 1, 2007 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 10, 2006 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 10, 2006 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 9, 2006 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 28, 2006 | NWAP | NEW APPLICATION ENTERED | — |