WEALTHWISE - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Serial Number
86389363
Registration Number
4798270
Word Mark
WEALTHWISE
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2021-01-09
Filing Date
2014-09-09
Registration Number
4798270
Registration Date
2015-08-25
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2015-06-09
Attorney Name
Law Office Assigned Location Code
L10
Employee Name
ABRAMS, JACQUELINE WIL
Statements
Goods and Services
Financial planning; Providing financial and investment advice, personalized wealth management strategies, and insurance consultation to individuals and businesses relating to general finances, retirement, estates, college tuition, investment management, life insurance, annuities, and long term health care; Financial analysis and research services; Financial consulting services, including expert analysis in finance; Financial information and advisory services; Financial portfolio analysis services; Financial research and information services; Strategic and tactical financial advisory services; Insurance and financial information and consultancy services; Estate trust management; Estate planning; Financial asset management; Retirement plan consulting; Retirement plan asset management; Financial retirement plan advisory consulting
Pseudo Mark
WEALTH WISE
Classification Information
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
2014-09-17
Primary Code
036
First Use Anywhere Date
2005-02-10
First Use In Commerce Date
2005-02-10
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
LORI LEE YAMATO
Address
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Madrid International Filings
Entry Number
1
Reference Number
A0111543
Original Filing Date USPTO
2021-07-23
International Status Code
407
| Madrid History Events | ||
| Date | Code | Description |
| 2021-07-23 | NEWAP | NEW APPLICATION FOR IR RECEIVED |
| 2021-12-28 | IRRRJ | RESPONSE TO IRREGULARITY REVIEWED AND REJECTED |
| 2022-01-21 | IRRAC | RESPONSE TO IRREGULARITY REVIEWED AND ACCEPTED |
| 2022-01-21 | IRSNT | IRREGULARITY RESPONSE SENT TO IB |
| 2021-12-16 | IRRCV | IRREGULARITY RESPONSE RECEIVED FROM APPLICANT |
| 2022-01-20 | IRRCV | IRREGULARITY RESPONSE RECEIVED FROM APPLICANT |
| 2021-07-29 | MCERT | MANUALLY CERTIFIED |
| 2021-07-29 | APPST | IR CERTIFIED AND SENT TO IB |
| 2021-10-30 | IRREQ | IRREGULARITY NOTICE RECEIVED FROM IB (RESPONSE REQUIRED) |
Entry Number
2
Reference Number
A0111613
Original Filing Date USPTO
2021-07-26
International Status Code
407
| Madrid History Events | ||
| Date | Code | Description |
| 2022-01-21 | IRRAC | RESPONSE TO IRREGULARITY REVIEWED AND ACCEPTED |
| 2022-01-21 | IRSNT | IRREGULARITY RESPONSE SENT TO IB |
| 2021-07-26 | NEWAP | NEW APPLICATION FOR IR RECEIVED |
| 2021-12-27 | IRRAC | RESPONSE TO IRREGULARITY REVIEWED AND ACCEPTED |
| 2021-12-27 | IRSNT | IRREGULARITY RESPONSE SENT TO IB |
| 2021-12-16 | IRRCV | IRREGULARITY RESPONSE RECEIVED FROM APPLICANT |
| 2022-01-20 | IRRCV | IRREGULARITY RESPONSE RECEIVED FROM APPLICANT |
| 2021-07-29 | MCERT | MANUALLY CERTIFIED |
| 2021-07-30 | APPST | IR CERTIFIED AND SENT TO IB |
| 2021-10-30 | IRREQ | IRREGULARITY NOTICE RECEIVED FROM IB (RESPONSE REQUIRED) |
Trademark Events
| Event Date | Event Description |
| 2014-09-12 | NEW APPLICATION ENTERED IN TRAM |
| 2014-09-17 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2014-09-18 | NOTICE OF PSEUDO MARK E-MAILED |
| 2014-12-19 | ASSIGNED TO EXAMINER |
| 2014-12-21 | NON-FINAL ACTION WRITTEN |
| 2014-12-21 | NON-FINAL ACTION E-MAILED |
| 2014-12-21 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2015-03-04 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| 2015-03-12 | ASSIGNED TO LIE |
| 2015-03-11 | TEAS AMENDMENT OF USE RECEIVED |
| 2015-03-12 | USE AMENDMENT FILED |
| 2015-03-12 | AMENDMENT TO USE PROCESSING COMPLETE |
| 2015-03-15 | USE AMENDMENT ACCEPTED |
| 2015-03-15 | NON-FINAL ACTION WRITTEN |
| 2015-03-15 | NON-FINAL ACTION E-MAILED |
| 2015-03-15 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2015-03-17 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| 2015-05-04 | EXAMINERS AMENDMENT -WRITTEN |
| 2015-05-04 | EXAMINERS AMENDMENT E-MAILED |
| 2015-05-04 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2015-05-04 | EXAMINER'S AMENDMENT ENTERED |
| 2015-05-04 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2015-05-04 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2015-05-20 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2015-06-09 | PUBLISHED FOR OPPOSITION |
| 2015-06-09 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2015-08-25 | REGISTERED-PRINCIPAL REGISTER |
| 2020-08-25 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 2020-10-08 | TEAS SECTION 8 & 15 RECEIVED |
| 2021-01-08 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2021-01-09 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 2021-01-10 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
