USPTO serial 85712221
BE WISE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 22, 2015
- Examiner
- FENNESSY, EDWARD JOHN
- Law office
- TMEG LAW OFFICE 101
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jerome A. DeLuca
Jerome A. DeLuca Sage Patent GroupPO Box 30789RALEIGH, NC 27622-0789United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Tax and taxation planning, advice, information and consultancy services; outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services | ACTIVE | Oct 2, 2015 |
| 036 | Financial and investment services, namely, wealth management services, financial portfolio management, investment advice, investment management, investment consultation and investment of funds for others, operation, administration and management of investment funds, hedge funds, and commodity pools, savings programs for college education, trading of securities for others; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Estate planning, and estate trust planning; family office services, namely, financial planning and investment advisory services tailored to wealthy families | ACTIVE | Oct 2, 2015 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Sapere Wealth Management, LLC
- Other trademarks owned by Sapere Wealth Management, LLC
- Other trademarks owned by Sapere Wealth Management, LLC
- Other trademarks in Class 035
- Other trademarks in Class 036
- Similar marks named BE WISE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 8, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Dec 8, 2025 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Dec 8, 2025 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Dec 8, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 26, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Dec 22, 2024 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Aug 1, 2022 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Aug 1, 2022 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jul 22, 2022 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Jan 24, 2022 | PUM1 | OFFICE ACTION ISSUED POU1 | — |
| Jan 11, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 9, 2021 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Dec 22, 2020 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 22, 2015 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Nov 19, 2015 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Nov 18, 2015 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Nov 3, 2015 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Nov 2, 2015 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Nov 2, 2015 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Oct 28, 2015 | IUAF | USE AMENDMENT FILED | — |
| Oct 28, 2015 | EXT4 | SOU EXTENSION 4 FILED | — |
| Oct 28, 2015 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Oct 28, 2015 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| May 8, 2015 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| May 7, 2015 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Apr 27, 2015 | EXT3 | SOU EXTENSION 3 FILED | — |
| Apr 27, 2015 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Nov 22, 2014 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Nov 21, 2014 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Nov 19, 2014 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Oct 28, 2014 | EXT2 | SOU EXTENSION 2 FILED | — |
| Oct 28, 2014 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Apr 19, 2014 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 17, 2014 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Apr 17, 2014 | EXT1 | SOU EXTENSION 1 FILED | — |
| Apr 17, 2014 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Oct 29, 2013 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Sep 3, 2013 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 3, 2013 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Aug 14, 2013 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 31, 2013 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jul 31, 2013 | ALIE | ASSIGNED TO LIE | — |
| Jul 16, 2013 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 12, 2013 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 12, 2013 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 12, 2013 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 12, 2013 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 14, 2012 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 14, 2012 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 14, 2012 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 13, 2012 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 4, 2012 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 28, 2012 | NWAP | NEW APPLICATION ENTERED | — |