THE WISE CHOICE 401(A) PLAN Trademark
Trademark Overview
On Monday, June 24, 2019, a trademark application was filed for THE WISE CHOICE 401(A) PLAN with the United States Patent and Trademark Office. The USPTO has given the THE WISE CHOICE 401(A) PLAN trademark a serial number of 88486962. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Tuesday, May 20, 2025. This trademark is owned by Wealth Resource Group, Ltd.. The THE WISE CHOICE 401(A) PLAN trademark is filed in the Insurance & Financial Services category with the following description:
Financial administration of retirement plans
General Information
| Serial Number | 88486962 |
| Word Mark | THE WISE CHOICE 401(A) PLAN |
| Filing Date | Monday, June 24, 2019 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Tuesday, May 20, 2025 |
| Registration Number | 5955064 |
| Registration Date | Tuesday, January 7, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 22, 2019 |
Trademark Statements
| Pseudo Mark | THE WISE CHOICE FOUR ZERO ONE A PLAN; THE WISE CHOICE FOUR HUNDRED ONE A PLAN |
| Goods and Services | Financial administration of retirement plans |
| NOT AVAILABLE | "401(A) PLAN" |
Classification Information
| 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, July 3, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 31, 2014 |
| First Use In Commerce Date | Saturday, January 31, 2015 |
Trademark Owner History
| Party Name | Wealth Resource Group, Ltd. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Glenview, IL 60025 |
| Party Name | Wealth Resource Group, Ltd. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Glenview, IL 60025 |
| Party Name | Wealth Resource Group, Ltd. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Glenview, IL 60025 |
Trademark Events
| Event Date | Event Description |
| Thursday, June 27, 2019 | NEW APPLICATION ENTERED |
| Friday, September 13, 2019 | ASSIGNED TO EXAMINER |
| Wednesday, September 18, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 2, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, July 3, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, October 22, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 7, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 7, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, October 22, 2019 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 8, 2025 | TEAS SECTION 8 RECEIVED |
| Tuesday, May 20, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, May 20, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Tuesday, May 20, 2025 | REGISTERED - SEC. 15 ACKNOWLEDGED |
| Tuesday, May 20, 2025 | SEC. 15 ACKNOWLEDGEMENT - E-MAILED |
| Tuesday, May 20, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Monday, March 17, 2025 | TEAS SECTION 15 RECEIVED |
