WEALTHWISE Trademark

Trademark Overview

On Tuesday, September 9, 2014, a trademark application was filed for WEALTHWISE with the United States Patent and Trademark Office. The USPTO has given the WEALTHWISE trademark a serial number of 86389363. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, January 9, 2021. This trademark is owned by LOREENG, Inc.. The WEALTHWISE trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Providing financial and investment advice, personalized wealth management strategies, and insurance consultation to individuals and businesses relating to general finances, retirement, estates, college tuition, investment management, life insurance, annuities, and long term health care; Financial analysis and research services; Financial consulting services, including expert analysis in finance; Financial information and advisory services; Financial portfolio analysis services; Financial research and information services; Strategic and tactical financial advisory services; Insurance and financial information and consultancy services; Estate trust management; Estate planning; Financial asset management; Retirement plan consulting; Retirement plan asset management; Financial retirement plan advisory consulting

General Information

Serial Number86389363
Word MarkWEALTHWISE
Filing DateTuesday, September 9, 2014
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, January 9, 2021
Registration Number4798270
Registration DateTuesday, August 25, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 9, 2015

Trademark Statements

Pseudo MarkWEALTH WISE
Goods and ServicesFinancial planning; Providing financial and investment advice, personalized wealth management strategies, and insurance consultation to individuals and businesses relating to general finances, retirement, estates, college tuition, investment management, life insurance, annuities, and long term health care; Financial analysis and research services; Financial consulting services, including expert analysis in finance; Financial information and advisory services; Financial portfolio analysis services; Financial research and information services; Strategic and tactical financial advisory services; Insurance and financial information and consultancy services; Estate trust management; Estate planning; Financial asset management; Retirement plan consulting; Retirement plan asset management; Financial retirement plan advisory consulting

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 17, 2014
Primary Code036
First Use Anywhere DateThursday, February 10, 2005
First Use In Commerce DateThursday, February 10, 2005

Trademark Owner History

Party NameLOREENG, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressIrvine, CA 92618
Party NameLOREENG, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressIrvine, CA 92618
Party NameLOREENG, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressIrvine, CA 92618

Trademark Events

Event DateEvent Description
Sunday, December 21, 2014NON-FINAL ACTION WRITTEN
Friday, September 12, 2014NEW APPLICATION ENTERED
Wednesday, September 17, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, September 18, 2014NOTICE OF PSEUDO MARK E-MAILED
Friday, December 19, 2014ASSIGNED TO EXAMINER
Sunday, December 21, 2014NON-FINAL ACTION E-MAILED
Sunday, December 21, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, March 15, 2015NON-FINAL ACTION E-MAILED
Wednesday, March 4, 2015TEAS VOLUNTARY AMENDMENT RECEIVED
Wednesday, March 11, 2015TEAS AMENDMENT OF USE RECEIVED
Thursday, March 12, 2015ASSIGNED TO LIE
Thursday, March 12, 2015USE AMENDMENT FILED
Thursday, March 12, 2015AMENDMENT TO USE PROCESSING COMPLETE
Sunday, March 15, 2015USE AMENDMENT ACCEPTED
Sunday, March 15, 2015NON-FINAL ACTION WRITTEN
Sunday, March 15, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, March 17, 2015NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Monday, May 4, 2015EXAMINER'S AMENDMENT ENTERED
Monday, May 4, 2015EXAMINERS AMENDMENT -WRITTEN
Monday, May 4, 2015EXAMINERS AMENDMENT E-MAILED
Monday, May 4, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, May 4, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 20, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 9, 2015PUBLISHED FOR OPPOSITION
Tuesday, June 9, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 25, 2015REGISTERED-PRINCIPAL REGISTER
Tuesday, August 25, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Saturday, January 9, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sunday, January 10, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, May 4, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, October 8, 2020TEAS SECTION 8 & 15 RECEIVED
Friday, January 8, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, February 10, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, February 10, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, February 10, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, February 10, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, August 25, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, February 10, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, February 10, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Related Keywords

wealthwise financial services management retirement insurance consulting advisory plan information analysis