WEALTHY AND WISE Trademark

Trademark Overview


On Tuesday, April 24, 2001, a trademark application was filed for WEALTHY AND WISE with the United States Patent and Trademark Office. The USPTO has given the WEALTHY AND WISE trademark a serial number of 76246656. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, May 12, 2023. This trademark is owned by InsMark, Inc.. The WEALTHY AND WISE trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Advertising and Business and Retail Services categories with the following description:

Computer programs and instructional manuals, packaged as a unit, for use in insurance and financial services, namely for insurance, retirement planning, charitable planning and estate planning

Business consulting services, namely, services designed to assist life insurance agents and companies in the marketing of insurance, retirement planning, charitable planning and estate planning
wealthy and wise

General Information


Serial Number76246656
Word MarkWEALTHY AND WISE
Filing DateTuesday, April 24, 2001
Status800 - REGISTERED AND RENEWED
Status DateFriday, May 12, 2023
Registration Number2642051
Registration DateTuesday, October 29, 2002
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, August 6, 2002

Trademark Statements


Goods and ServicesComputer programs and instructional manuals, packaged as a unit, for use in insurance and financial services, namely for insurance, retirement planning, charitable planning and estate planning
Goods and ServicesBusiness consulting services, namely, services designed to assist life insurance agents and companies in the marketing of insurance, retirement planning, charitable planning and estate planning

Classification Information


International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateTuesday, May 8, 2001
Primary Code009
First Use Anywhere DateThursday, January 12, 1995
First Use In Commerce DateThursday, January 12, 1995

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 8, 2001
Primary Code035
First Use Anywhere DateThursday, January 12, 1995
First Use In Commerce DateThursday, January 12, 1995

Trademark Owner History


Party NameInsMark, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Ramon, CA 94583

Party NameInsMark, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Ramon, CA 94503

Party NameInsMark, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Ramon, CA 94503

Trademark Events


Event DateEvent Description
Friday, May 12, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, May 12, 2023REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Friday, May 12, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, May 12, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, October 27, 2022TEAS SECTION 8 & 9 RECEIVED
Friday, October 29, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, September 28, 2012NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, September 28, 2012REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, September 28, 2012REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, September 28, 2012CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, September 12, 2012TEAS SECTION 8 & 9 RECEIVED
Wednesday, September 12, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, April 1, 2008CASE FILE IN TICRS
Tuesday, December 18, 2007UNDELIVERABLE MAIL - NO ACTION TAKEN
Thursday, November 29, 2007REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, November 21, 2007TEAS SECTION 8 & 15 RECEIVED
Thursday, June 21, 2007TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, June 14, 2007APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, June 14, 2007TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, October 29, 2002REGISTERED-PRINCIPAL REGISTER
Tuesday, August 6, 2002PUBLISHED FOR OPPOSITION
Wednesday, July 17, 2002NOTICE OF PUBLICATION
Monday, May 20, 2002APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, April 27, 2002CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, April 26, 2002CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, April 10, 2002LETTER OF SUSPENSION MAILED
Friday, February 1, 2002CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, August 3, 2001NON-FINAL ACTION MAILED
Wednesday, July 18, 2001ASSIGNED TO EXAMINER