| Serial Number | 77904289 |
| Word Mark | WISE RETIREMENT SOLUTIONS WEALTH MANAGEMENT INCOME PLANNING SECURITY / PROTECTION ESTATE PLANNING |
| Filing Date | Monday, January 4, 2010 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, April 7, 2017 |
| Registration Number | 3834427 |
| Registration Date | Tuesday, August 17, 2010 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 1, 2010 |
| Disclaimer with Predetermined Text | "RETIREMENT SOLUTIONS, WEALTH MANAGEMENT INCOME PLANNING SECURITY/PROTECTION ESTATE PLANNING" |
| Goods and Services | Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio management; Financial risk management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance services in the nature of loss control management for others; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, April 7, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 1, 2009 |
| First Use In Commerce Date | Tuesday, January 20, 2009 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Frederick, MD 21701 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Frederick, MD 21701 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Frederick, MD 21701 |
| Event Date | Event Description |
| Friday, April 7, 2017 | CANCELLED SEC. 8 (6-YR) |
| Monday, August 17, 2015 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, August 17, 2010 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 1, 2010 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 1, 2010 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 27, 2010 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, April 27, 2010 | ASSIGNED TO LIE |
| Wednesday, April 14, 2010 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, April 3, 2010 | EXAMINER'S AMENDMENT ENTERED |
| Saturday, April 3, 2010 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Saturday, April 3, 2010 | EXAMINERS AMENDMENT E-MAILED |
| Saturday, April 3, 2010 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, March 27, 2010 | ASSIGNED TO EXAMINER |
| Thursday, January 7, 2010 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, January 7, 2010 | NEW APPLICATION ENTERED IN TRAM |