BE WISE Trademark

Trademark Overview

On Friday, August 24, 2012, a trademark application was filed for BE WISE with the United States Patent and Trademark Office. The USPTO has given the BE WISE trademark a serial number of 85712221. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, December 8, 2025. This trademark is owned by Sapere Wealth Management, LLC. The BE WISE trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

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

Tax and taxation planning, advice, information and consultancy services; outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services
be wise

General Information

Serial Number85712221
Word MarkBE WISE
Filing DateFriday, August 24, 2012
Status800 - REGISTERED AND RENEWED
Status DateMonday, December 8, 2025
Registration Number4874702
Registration DateTuesday, December 22, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 3, 2013

Trademark Statements

Goods and ServicesFinancial 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
Goods and ServicesTax and taxation planning, advice, information and consultancy services; outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 4, 2012
Primary Code035
First Use Anywhere DateFriday, October 2, 2015
First Use In Commerce DateFriday, October 2, 2015
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 4, 2012
Primary Code036
First Use Anywhere DateFriday, October 2, 2015
First Use In Commerce DateFriday, October 2, 2015

Trademark Owner History

Party NameSapere Wealth Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMatthews, NC 28105
Party NameSapere Wealth Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMatthews, NC 28105
Party NameSapere Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMatthews, NC 28105

Trademark Events

Event DateEvent Description
Tuesday, August 28, 2012NEW APPLICATION ENTERED
Tuesday, September 4, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, December 13, 2012ASSIGNED TO EXAMINER
Friday, December 14, 2012NON-FINAL ACTION WRITTEN
Friday, December 14, 2012NON-FINAL ACTION E-MAILED
Friday, December 14, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, June 12, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, June 12, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, June 12, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, June 12, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, July 16, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, July 31, 2013ASSIGNED TO LIE
Wednesday, July 31, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, August 14, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 3, 2013PUBLISHED FOR OPPOSITION
Tuesday, September 3, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 29, 2013NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, April 17, 2014SOU TEAS EXTENSION RECEIVED
Thursday, April 17, 2014SOU EXTENSION 1 FILED
Thursday, April 17, 2014SOU EXTENSION 1 GRANTED
Saturday, April 19, 2014NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, October 28, 2014SOU TEAS EXTENSION RECEIVED
Wednesday, November 19, 2014CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, October 28, 2014SOU EXTENSION 2 FILED
Friday, November 21, 2014SOU EXTENSION 2 GRANTED
Saturday, November 22, 2014NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, April 27, 2015SOU TEAS EXTENSION RECEIVED
Monday, April 27, 2015SOU EXTENSION 3 FILED
Thursday, May 7, 2015SOU EXTENSION 3 GRANTED
Friday, May 8, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, October 28, 2015TEAS STATEMENT OF USE RECEIVED
Wednesday, October 28, 2015SOU TEAS EXTENSION RECEIVED
Wednesday, October 28, 2015SOU EXTENSION 4 FILED
Monday, November 2, 2015SOU EXTENSION 4 GRANTED
Wednesday, October 28, 2015USE AMENDMENT FILED
Monday, November 2, 2015STATEMENT OF USE PROCESSING COMPLETE
Tuesday, November 3, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, November 18, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, November 19, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, December 22, 2015REGISTERED-PRINCIPAL REGISTER
Tuesday, December 22, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, December 9, 2021TEAS SECTION 8 & 15 RECEIVED
Tuesday, January 11, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, January 24, 2022OFFICE ACTION ISSUED POU1
Friday, July 22, 2022TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Monday, August 1, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, August 1, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sunday, December 22, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, August 26, 2025TEAS SECTION 8 & 9 RECEIVED
Monday, December 8, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, December 8, 2025REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, December 8, 2025REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, December 8, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Related Keywords

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