INSIGHT WEALTH MANAGEMENT
LIVE

Serial Number

78818925

Owner

EVERMAY WEALTH MANAGEMENT, LLC

Attorney

Matthew H. Swyers, Esq.

First Use Date

Dec 31, 2002

Filing Date

Feb 20, 2006

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INSIGHT WEALTH MANAGEMENT Trademark

Serial Number: 78818925 • Registration: 3264529

INSIGHT WEALTH MANAGEMENT is a trademark filed by EVERMAY WEALTH MANAGEMENT, LLC on February 20, 2006. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

EVERMAY WEALTH MANAGEMENT, LLC

1776 WILSON BOULEVARD
ARLINGTON, VA 22209

Entity Type: 16

Insight Wealth Management, Inc.

Suite 101
Gainesville, VA 20155

Entity Type: 03

Trademark Details

Filing Date

February 20, 2006

Registration Date

July 17, 2007

First Use Anywhere

December 31, 2002

First Use in Commerce

September 12, 2003

Published for Opposition

May 1, 2007

Goods & Services

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

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jul 17, 2026 REM2
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Dec 24, 2025 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Feb 1, 2017 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Feb 1, 2017 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Feb 1, 2017 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 1, 2017 APRE
TEAS SECTION 8 & 9 RECEIVED
Nov 28, 2016 E89R
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 28, 2016 TCCA
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jul 17, 2016 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jul 14, 2013 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jul 13, 2013 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jul 12, 2013 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 26, 2013 E815
REGISTERED-PRINCIPAL REGISTER
Jul 17, 2007 R.PR
PUBLISHED FOR OPPOSITION
May 1, 2007 PUBO
NOTICE OF PUBLICATION
Apr 11, 2007 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Mar 7, 2007 PREV
ASSIGNED TO LIE
Mar 7, 2007 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 6, 2007 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 2, 2007 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 1, 2007 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 1, 2007 TROA
NON-FINAL ACTION E-MAILED
Aug 10, 2006 GNRT
NON-FINAL ACTION WRITTEN
Aug 10, 2006 CNRT
ASSIGNED TO EXAMINER
Aug 9, 2006 DOCK
NEW APPLICATION ENTERED
Feb 28, 2006 NWAP