WEALTHWISE Trademark
Trademark Overview
On Tuesday, January 26, 2021, 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 90490284. The federal status of this trademark filing is REGISTERED as of Tuesday, August 20, 2024. This trademark is owned by LOREENG, Inc.. The WEALTHWISE trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Paper & Printed Material Products, and Education & Entertainment Services categories with the following description:
Entertainment services, namely, providing podcasts in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; Entertainment services, namely, a continuing news show broadcast over radio, internet, television, satellite, audio, and video media; Providing a website featuring non-downloadable videos in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; Entertainment services, namely, providing an ongoing radio program in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long ...
Audio books, downloadable e-books, podcasts, webcasts, webinars, MP3 files, and audio and video recordings in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; Downloadable podcasts in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations
Series of printed books in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; Printed materials, namely, articles in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; Printed materials, namely, newsletters, brochures, instructional materials, outlines, workbooks, and worksheets in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations
General Information
| Serial Number | 90490284 |
| Word Mark | WEALTHWISE |
| Filing Date | Tuesday, January 26, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 20, 2024 |
| Registration Number | 7482563 |
| Registration Date | Tuesday, August 20, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 21, 2021 |
Trademark Statements
| Goods and Services | Entertainment services, namely, providing podcasts in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; Entertainment services, namely, a continuing news show broadcast over radio, internet, television, satellite, audio, and video media; Providing a website featuring non-downloadable videos in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; Entertainment services, namely, providing an ongoing radio program in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; Production of podcasts; Providing a website featuring blogs and non-downloadable publications in the nature of articles in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations |
| Goods and Services | Audio books, downloadable e-books, podcasts, webcasts, webinars, MP3 files, and audio and video recordings in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; Downloadable podcasts in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations |
| Goods and Services | Series of printed books in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; Printed materials, namely, articles in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; Printed materials, namely, newsletters, brochures, instructional materials, outlines, workbooks, and worksheets in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations |
| Pseudo Mark | WEALTH WISE |
Classification Information
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, April 28, 2021 |
| Primary Code | 009 |
| First Use Anywhere Date | Friday, September 30, 2016 |
| First Use In Commerce Date | Friday, September 30, 2016 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, April 28, 2021 |
| Primary Code | 016 |
| First Use Anywhere Date | Friday, November 30, 2018 |
| First Use In Commerce Date | Friday, November 30, 2018 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, April 28, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | Friday, September 30, 2016 |
| First Use In Commerce Date | Friday, September 30, 2016 |
Trademark Owner History
| Party Name | LOREENG, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Irvine, CA 92618 |
| Party Name | LOREENG, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Irvine, CA 92618 |
| Party Name | LOREENG, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Irvine, CA 92618 |
Trademark Events
| Event Date | Event Description |
| Friday, January 29, 2021 | NEW APPLICATION ENTERED |
| Wednesday, April 28, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, August 11, 2021 | ASSIGNED TO EXAMINER |
| Tuesday, August 17, 2021 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, August 17, 2021 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, August 17, 2021 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, August 17, 2021 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, August 17, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 1, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 21, 2021 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 21, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 16, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 12, 2022 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, April 12, 2022 | SOU EXTENSION 1 FILED |
| Tuesday, April 12, 2022 | SOU EXTENSION 1 GRANTED |
| Thursday, April 14, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, October 17, 2022 | SOU TEAS EXTENSION RECEIVED |
| Monday, October 17, 2022 | SOU EXTENSION 2 FILED |
| Monday, October 17, 2022 | SOU EXTENSION 2 GRANTED |
| Wednesday, October 19, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, February 10, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, February 10, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, February 10, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, February 10, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, April 21, 2023 | SOU TEAS EXTENSION RECEIVED |
| Friday, April 21, 2023 | SOU EXTENSION 3 FILED |
| Friday, April 21, 2023 | SOU EXTENSION 3 GRANTED |
| Tuesday, April 25, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, November 13, 2023 | SOU TEAS EXTENSION RECEIVED |
| Monday, November 13, 2023 | SOU EXTENSION 4 FILED |
| Monday, November 13, 2023 | SOU EXTENSION 4 GRANTED |
| Wednesday, November 15, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, May 16, 2024 | USE AMENDMENT FILED |
| Thursday, May 16, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Sunday, June 23, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, July 16, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, July 16, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, August 20, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 20, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Sunday, June 23, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
