WEALTH PRESERVE Trademark

Trademark Overview


On Thursday, December 8, 2016, a trademark application was filed for WEALTH PRESERVE with the United States Patent and Trademark Office. The USPTO has given the WEALTH PRESERVE trademark a serial number of 87261538. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, February 9, 2024. This trademark is owned by Insurance Whisperer Associates, LLC. The WEALTH PRESERVE trademark is filed in the Insurance & Financial Services category with the following description:

Providing estate planning for high net worth families
wealth preserve

General Information


Serial Number87261538
Word MarkWEALTH PRESERVE
Filing DateThursday, December 8, 2016
Status710 - CANCELLED - SECTION 8
Status DateFriday, February 9, 2024
Registration Number5252847
Registration DateTuesday, July 25, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesProviding estate planning for high net worth families

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, February 9, 2024
Primary Code036
First Use Anywhere DateTuesday, September 22, 2015
First Use In Commerce DateTuesday, September 22, 2015

Trademark Owner History


Party NameInsurance Whisperer Associates, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSan Ramon, CA 94582

Party NameInsurance Whisperer Associates, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Ramon, CA 94583

Trademark Events


Event DateEvent Description
Friday, February 9, 2024CANCELLED SEC. 8 (6-YR)
Monday, July 25, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Saturday, July 10, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Saturday, July 10, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, July 10, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Saturday, July 3, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, July 3, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, July 3, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, July 25, 2017REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, June 21, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, June 19, 2017ASSIGNED TO LIE
Thursday, May 11, 2017APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, May 11, 2017NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Wednesday, May 10, 2017EXAMINER'S AMENDMENT ENTERED
Wednesday, May 10, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, May 10, 2017EXAMINERS AMENDMENT E-MAILED
Wednesday, May 10, 2017EXAMINERS AMENDMENT -WRITTEN
Wednesday, May 10, 2017USE AMENDMENT ACCEPTED
Wednesday, April 26, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, April 25, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, April 25, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, April 26, 2017AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, April 26, 2017USE AMENDMENT FILED
Tuesday, April 25, 2017TEAS AMENDMENT OF USE RECEIVED
Monday, March 13, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, March 13, 2017NON-FINAL ACTION E-MAILED
Monday, March 13, 2017NON-FINAL ACTION WRITTEN
Monday, March 13, 2017ASSIGNED TO EXAMINER
Tuesday, December 13, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED