| Serial Number | 85707892 |
| Word Mark | SAPERE |
| Filing Date | Monday, August 20, 2012 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, May 18, 2021 |
| Registration Number | 4675753 |
| Registration Date | Tuesday, January 20, 2015 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 10, 2013 |
| 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 |
| 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 |
| Translation of Words in Mark | The English translation of "SAPERE" in the mark is "BE WISE". |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, August 28, 2012 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, September 19, 2014 |
| First Use In Commerce Date | Friday, September 19, 2014 |
| 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 | Tuesday, August 28, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 19, 2014 |
| First Use In Commerce Date | Friday, September 19, 2014 |
| Party Name | Sapere Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Matthews, NC 28105 |
| Party Name | Sapere Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Matthews, NC 28105 |
| Party Name | Sapere Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Matthews, NC 28105 |
| Event Date | Event Description |
| Saturday, January 20, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, May 18, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, May 18, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, April 20, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, December 31, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, January 20, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, January 20, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, December 17, 2014 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, December 16, 2014 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, December 10, 2014 | ASSIGNED TO EXAMINER |
| Friday, November 21, 2014 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, October 28, 2014 | USE AMENDMENT FILED |
| Wednesday, November 19, 2014 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, October 28, 2014 | TEAS STATEMENT OF USE RECEIVED |
| Saturday, September 13, 2014 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, September 11, 2014 | SOU EXTENSION 1 GRANTED |
| Thursday, September 11, 2014 | SOU EXTENSION 1 FILED |
| Thursday, September 11, 2014 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, March 11, 2014 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, January 24, 2014 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| Monday, October 7, 2013 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Tuesday, September 10, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 10, 2013 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 21, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, August 5, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, July 30, 2013 | ASSIGNED TO LIE |
| Monday, July 15, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 12, 2013 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, June 12, 2013 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 12, 2013 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, June 12, 2013 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, December 13, 2012 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, December 13, 2012 | NON-FINAL ACTION E-MAILED |
| Thursday, December 13, 2012 | NON-FINAL ACTION WRITTEN |
| Thursday, December 13, 2012 | ASSIGNED TO EXAMINER |
| Tuesday, August 28, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 23, 2012 | NEW APPLICATION ENTERED |