Who owns WISE FAMILY FINANCIAL LEADERSHIP?

According to the public USPTO record for serial number 99633564, the listed owner(s) include: Institute for Preparing Heirs.

What is USPTO serial number 99633564?

Serial number 99633564 is the USPTO application identifier for the mark WISE FAMILY FINANCIAL LEADERSHIP. It is used to track examination, publication, and registration of this trademark.

What is the current status of WISE FAMILY FINANCIAL LEADERSHIP?

WISE FAMILY FINANCIAL LEADERSHIP (99633564) currently shows USPTO status code 661 on the public record. This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.

Which trademark classes cover WISE FAMILY FINANCIAL LEADERSHIP?

The public record lists International Classes: 036, 041. Each class corresponds to categories of goods or services identified in the application or registration.

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USPTO serial 99633564

WISE FAMILY FINANCIAL LEADERSHIP

Reviewed by CopyMark Law Group

Status 661

Filing date: Feb 4, 2026
Status date: Aug 19, 2026
Registration date: —
Examiner: TORRES, MIGUEL A

What this means

This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.

Need help with WISE FAMILY FINANCIAL LEADERSHIP?

CopyMark Law Group can help you respond to USPTO correspondence, keep a registration alive, or watch new filings against your mark.

Owner

Institute for Preparing Heirs
Pasadena, CA, US

Goods and services

Class	Description	Status	First use
036	Providing information in the field of wealth management for women and their financial advisors.	ACTIVE	Jan 5, 2026
041	Education services, namely, providing workshops, seminars, presentations, reading material, and advice to wealth advisors, families, and women in the field of financial leadership and generational wealth transfer planning.	ACTIVE	Jan 5, 2026

Prosecution history

Date	Code	Event	What it means
Aug 19, 2026	TEME	TEAS/EMAIL CORRESPONDENCE ENTERED	—
Aug 19, 2026	CRFA	CORRESPONDENCE RECEIVED IN LAW OFFICE	—
Aug 19, 2026	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.
Jun 17, 2026	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.
Jun 17, 2026	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.
Jun 17, 2026	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.
Jun 2, 2026	DOCK	ASSIGNED TO EXAMINER	—
Feb 4, 2026	MAFR	APPLICATION FILING RECEIPT MAILED	—
Feb 4, 2026	NWOS	NEW APPLICATION OFFICE SUPPLIED DATA ENTERED	—
Feb 4, 2026	NWAP	NEW APPLICATION ENTERED	—