USPTO serial 90490284
WEALTHWISE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 20, 2024
- Examiner
- FRENCH, CURTIS W
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Current trademark owner
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File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Charlene A. Azema
Charlene A. Azema KNOBBE, MARTENS, OLSON & BEAR, LLP2040 MAIN STREET, 14TH FLOORIRVINE, CA 92614UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | 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 | ACTIVE | — |
| 016 | 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 | ACTIVE | — |
| 041 | 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 | ACTIVE | — |
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 LOREENG, Inc.
- Other trademarks owned by LOREENG, Inc.
- Other trademarks owned by LOREENG, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 016
- Other trademarks in Class 041
- Similar marks named WEALTHWISE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 20, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Aug 20, 2024 | 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. |
| Jul 16, 2024 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jul 16, 2024 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jun 23, 2024 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jun 23, 2024 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| May 16, 2024 | IUAF | USE AMENDMENT FILED | — |
| May 16, 2024 | 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. |
| Nov 15, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Nov 13, 2023 | EX4G | SOU EXTENSION 4 GRANTED | — |
| Nov 13, 2023 | EXT4 | SOU EXTENSION 4 FILED | — |
| Nov 13, 2023 | 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 25, 2023 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 21, 2023 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Apr 21, 2023 | EXT3 | SOU EXTENSION 3 FILED | — |
| Apr 21, 2023 | 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. |
| Feb 10, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 10, 2023 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Feb 10, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Feb 10, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 19, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 17, 2022 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Oct 17, 2022 | EXT2 | SOU EXTENSION 2 FILED | — |
| Oct 17, 2022 | 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 14, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Apr 12, 2022 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Apr 12, 2022 | EXT1 | SOU EXTENSION 1 FILED | — |
| Apr 12, 2022 | 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 16, 2021 | 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 21, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 21, 2021 | 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. |
| Sep 1, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 17, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 17, 2021 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Aug 17, 2021 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Aug 17, 2021 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Aug 17, 2021 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Aug 11, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 28, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 29, 2021 | NWAP | NEW APPLICATION ENTERED | — |