PLAN WYZE, RETIRE WYZE Trademark
Trademark Overview
On Wednesday, December 27, 2023, a trademark application was filed for PLAN WYZE, RETIRE WYZE with the United States Patent and Trademark Office. The USPTO has given the PLAN WYZE, RETIRE WYZE trademark a serial number of 98332211. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Tuesday, December 3, 2024. This trademark is owned by wyze wealth advisors. The PLAN WYZE, RETIRE WYZE trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Financial services, namely, wealth management services; Investment management; Financial planning for retirement
Tax planning
General Information
| Serial Number | 98332211 |
| Word Mark | PLAN WYZE, RETIRE WYZE |
| Filing Date | Wednesday, December 27, 2023 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Tuesday, December 3, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Pseudo Mark | PLAN WYZE RETIRE WYZE |
| Goods and Services | Financial services, namely, wealth management services; Investment management; Financial planning for retirement |
| Goods and Services | Tax planning |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, November 4, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Wednesday, December 27, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | wyze wealth advisors |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dubois, PA 15801 |
Trademark Events
| Event Date | Event Description |
| Wednesday, December 27, 2023 | NEW APPLICATION ENTERED |
| Tuesday, April 9, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, July 26, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, July 26, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, July 26, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, November 4, 2024 | NOTICE OF REVIVAL - E-MAILED |
| Monday, November 4, 2024 | TEAS PETITION TO REVIVE RECEIVED |
| Monday, November 4, 2024 | PETITION TO REVIVE-GRANTED |
| Monday, November 4, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, July 26, 2024 | ASSIGNED TO EXAMINER |
| Monday, November 4, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, November 4, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, December 3, 2024 | FINAL REFUSAL WRITTEN |
| Tuesday, December 3, 2024 | FINAL REFUSAL E-MAILED |
| Tuesday, December 3, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
