| Serial Number | 85780265 |
| Word Mark | PENNEY WISE |
| Filing Date | Thursday, November 15, 2012 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, May 16, 2024 |
| Registration Number | 4433833 |
| Registration Date | Tuesday, November 12, 2013 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 23, 2013 |
| Goods and Services | Advice relating to investments; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Commodity investment advice; Equity capital investment; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; 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; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment brokerage; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds for others; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Real estate funds investment services; Real estate investment services; Securities trading and investing services for others via the internet |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, November 23, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, December 28, 2012 |
| First Use In Commerce Date | Friday, December 28, 2012 |
| Party Name | Penney Wise Wealth Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Oklahoma City, OK 73120 |
| Party Name | Penney Wise Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Oklahoma City, OK 73120 |
| Party Name | Penney Wise Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Oklahoma City, OK 73120 |
| Event Date | Event Description |
| Monday, November 19, 2012 | NEW APPLICATION ENTERED |
| Friday, November 23, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 12, 2013 | ASSIGNED TO EXAMINER |
| Tuesday, March 12, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 3, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 23, 2013 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 23, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 18, 2013 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, August 1, 2013 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, August 1, 2013 | USE AMENDMENT FILED |
| Friday, August 30, 2013 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, September 5, 2013 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, September 25, 2013 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, October 7, 2013 | ASSIGNED TO LIE |
| Tuesday, October 8, 2013 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Wednesday, October 9, 2013 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, November 12, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 6, 2018 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED |
| Tuesday, March 6, 2018 | WITHDRAWAL OF ATTORNEY GRANTED |
| Friday, November 22, 2019 | TEAS SECTION 8 RECEIVED |
| Friday, November 22, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, December 19, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, December 20, 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Friday, December 20, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Saturday, November 12, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Thursday, November 2, 2023 | TEAS SECTION 8 & 9 RECEIVED |
| Wednesday, November 8, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, April 24, 2024 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Wednesday, November 15, 2023 | OFFICE ACTION ISSUED POU1 |
| Thursday, May 16, 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Thursday, May 16, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, May 16, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |