VERTICAL INSURANCE & WEALTH MANAGEMENT
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 16 Aug 2022)
What this means for you
Registered since 26 Jul 2016. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (the §8 & §9 renewal was due 26 Jul 2026; it can still be filed, with a surcharge, until 26 Jan 2027).
Record
- Serial number
- 86811366
- Registration number
- 5006507
- Mark type
- Slogan / phrase
- Filed
- 05 Nov 2015
- Published for opposition
- 10 May 2016
- Registered
- 26 Jul 2016
- Next maintenance filing
- §8 & §9 renewal, due by 26 Jul 2026 (grace period to 26 Jan 2027)
- Attorney of record
- Justin G. Sanders
Goods and services
- Class 036 — Insurance and financial services: Life insurance brokerage; Health insurance brokerage; Insurance consulting in the fields of life insurance and health insurance; Financial services, namely, wealth management services
Owner
- Vertical Insurance and Wealth Management, Inc., Newport Beach, CA, US
- Vertical Insurance and Wealth Management, Inc., Newport Beach, CA, US
- Vertical Insurance and Wealth Management, Inc., Newport Beach, CA, US
Prosecution history
- 26 Jul 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 16 Aug 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 16 Aug 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 15 Aug 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 14 Mar 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 14 Mar 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 14 Mar 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 26 Feb 2022 — TEAS SECTION 8 & 15 RECEIVED
- 08 Feb 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 08 Feb 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 08 Feb 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 26 Jul 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 08 Aug 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 16 Feb 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 26 Jul 2016 — REGISTERED-PRINCIPAL REGISTER