| Serial Number | 85707892 |
| Word Mark | SAPERE |
| Filing Date | Monday, August 20, 2012 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Monday, June 23, 2025 |
| Registration Number | 4675753 |
| Registration Date | Tuesday, January 20, 2015 |
| Mark Drawing | 4 - 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 |
| Thursday, August 23, 2012 | NEW APPLICATION ENTERED |
| Tuesday, August 28, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, December 13, 2012 | ASSIGNED TO EXAMINER |
| Wednesday, June 12, 2013 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, December 13, 2012 | NON-FINAL ACTION WRITTEN |
| Thursday, December 13, 2012 | NON-FINAL ACTION E-MAILED |
| Thursday, December 13, 2012 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 12, 2013 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, June 12, 2013 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, June 12, 2013 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, July 30, 2013 | ASSIGNED TO LIE |
| Friday, January 24, 2014 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| Tuesday, March 11, 2014 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, July 15, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, August 5, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, August 21, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 10, 2013 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 10, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, October 7, 2013 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Thursday, September 11, 2014 | SOU TEAS EXTENSION RECEIVED |
| Thursday, September 11, 2014 | SOU EXTENSION 1 FILED |
| Thursday, September 11, 2014 | SOU EXTENSION 1 GRANTED |
| Saturday, September 13, 2014 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, October 28, 2014 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, December 10, 2014 | ASSIGNED TO EXAMINER |
| Tuesday, December 16, 2014 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, December 17, 2014 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, January 20, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 28, 2014 | USE AMENDMENT FILED |
| Friday, November 21, 2014 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, November 19, 2014 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, January 20, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, April 20, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, May 18, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, January 20, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, January 15, 2025 | TEAS SECTION 8 & 9 RECEIVED |
| Thursday, December 31, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, May 18, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, June 23, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, June 23, 2025 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, June 23, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Monday, June 23, 2025 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |