WEALTHWISE FINANCIAL SERVICES Trademark

Trademark Overview

On Monday, August 20, 2007, a trademark application was filed for WEALTHWISE FINANCIAL SERVICES with the United States Patent and Trademark Office. The USPTO has given the WEALTHWISE FINANCIAL SERVICES trademark a serial number of 76680861. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, March 15, 2018. This trademark is owned by LOREENG, Inc.. The WEALTHWISE FINANCIAL SERVICES trademark is filed in the Insurance & Financial Services category with the following description:

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
wealthwise financial services

General Information

Serial Number76680861
Word MarkWEALTHWISE FINANCIAL SERVICES
Filing DateMonday, August 20, 2007
Status800 - REGISTERED AND RENEWED
Status DateThursday, March 15, 2018
Registration Number3526145
Registration DateTuesday, November 4, 2008
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, August 19, 2008

Trademark Statements

Pseudo MarkWEALTH WISE FINANCIAL SERVICES
Goods and ServicesProviding 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
Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"FINANCIAL SERVICES"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, August 24, 2007
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
Friday, February 10, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, February 10, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, February 10, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, February 10, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, February 10, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, February 10, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, March 15, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, March 15, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, March 15, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, March 14, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, February 27, 2018TEAS SECTION 8 & 9 RECEIVED
Saturday, November 4, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, December 11, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, December 11, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, November 27, 2013REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Wednesday, December 11, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, November 27, 2013TEAS SECTION 8 & 15 RECEIVED
Thursday, November 21, 2013ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, November 21, 2013TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, November 4, 2008REGISTERED-PRINCIPAL REGISTER
Tuesday, August 19, 2008PUBLISHED FOR OPPOSITION
Wednesday, July 30, 2008NOTICE OF PUBLICATION
Tuesday, July 15, 2008LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, July 14, 2008APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, May 22, 2008AMENDMENT FROM APPLICANT ENTERED
Thursday, May 22, 2008CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, May 22, 2008ASSIGNED TO LIE
Wednesday, May 21, 2008PAPER RECEIVED
Tuesday, January 8, 2008ASSIGNED TO EXAMINER
Friday, November 30, 2007NON-FINAL ACTION MAILED
Thursday, November 29, 2007NON-FINAL ACTION WRITTEN
Wednesday, November 28, 2007ASSIGNED TO EXAMINER
Tuesday, August 28, 2007APPLICATION FILING RECEIPT MAILED
Friday, August 24, 2007NEW APPLICATION ENTERED

Related Keywords

services financial wealthwise insurance investment management tuition college estates retirement life care term