BE WISE - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 85712221
Serial Number
85712221
Registration Number
4874702
Word Mark
BE WISE
Status
700 - Registered
Status Date
2015-12-22
Filing Date
2012-08-24
Registration Number
4874702
Registration Date
2015-12-22
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2013-09-03
Attorney Name
David C. Hall
Law Office Assigned Location Code
M50
Employee Name
FENNESSY, EDWARD JOHN
Statements
Goods and Services
Tax and taxation planning, advice, information and consultancy services; outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services
Goods and Services
Financial and investment services, namely, wealth management services, financial portfolio management, investment advice, investment management, investment consultation and investment of funds for others, operation, administration and management of investment funds, hedge funds, and commodity pools, savings programs for college education, trading of securities for others; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Estate planning, and estate trust planning; family office services, namely, financial planning and investment advisory services tailored to wealthy families
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2012-09-04
Primary Code
035
First Use Anywhere Date
2015-10-02
First Use In Commerce Date
2015-10-02
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2012-09-04
Primary Code
036
First Use Anywhere Date
2015-10-02
First Use In Commerce Date
2015-10-02
Current Trademark Owners
Party Name
Sapere Wealth Management, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Sapere Wealth Management, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Sapere Wealth Management, LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Sapere Wealth Management, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
David C. Hall
Address
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Trademark Events
Event DateEvent Description
2012-08-28NEW APPLICATION ENTERED IN TRAM
2012-09-04NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2012-12-13ASSIGNED TO EXAMINER
2012-12-14NON-FINAL ACTION WRITTEN
2012-12-14NON-FINAL ACTION E-MAILED
2012-12-14NOTIFICATION OF NON-FINAL ACTION E-MAILED
2013-06-12TEAS RESPONSE TO OFFICE ACTION RECEIVED
2013-06-12CORRESPONDENCE RECEIVED IN LAW OFFICE
2013-06-12TEAS/EMAIL CORRESPONDENCE ENTERED
2013-06-12TEAS CHANGE OF CORRESPONDENCE RECEIVED
2013-07-16APPROVED FOR PUB - PRINCIPAL REGISTER
2013-07-31ASSIGNED TO LIE
2013-07-31LAW OFFICE PUBLICATION REVIEW COMPLETED
2013-08-14NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2013-09-03PUBLISHED FOR OPPOSITION
2013-09-03OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2013-10-29NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2014-04-17TEAS EXTENSION RECEIVED
2014-04-17EXTENSION 1 FILED
2014-04-17EXTENSION 1 GRANTED
2014-04-19NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2014-10-28TEAS EXTENSION RECEIVED
2014-11-19CASE ASSIGNED TO INTENT TO USE PARALEGAL
2014-10-28EXTENSION 2 FILED
2014-11-21EXTENSION 2 GRANTED
2014-11-22NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2015-04-27TEAS EXTENSION RECEIVED
2015-04-27EXTENSION 3 FILED
2015-05-07EXTENSION 3 GRANTED
2015-05-08NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2015-10-28TEAS STATEMENT OF USE RECEIVED
2015-10-28TEAS EXTENSION RECEIVED
2015-10-28EXTENSION 4 FILED
2015-11-02EXTENSION 4 GRANTED
2015-10-28USE AMENDMENT FILED
2015-11-02STATEMENT OF USE PROCESSING COMPLETE
2015-11-03NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2015-11-18ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2015-11-19NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2015-12-22REGISTERED-PRINCIPAL REGISTER
2020-12-22COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2021-12-09TEAS SECTION 8 & 15 RECEIVED
2022-01-11CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2022-01-24OFFICE ACTION ISSUED POU1