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WEALTHWISE
FORMALIZED

on 31 Aug 2022

Last Applicant/ Owned by

LOREENG INC.

9070 Irvine Center Drive, Suite 230Irvine, CA 92618

US

Serial Number

2207344 filed on 31st Aug 2022

Correspondent Address

1325 Bear Mountain ParkwaySuite 105Victoria

BRITISH COLUMBIA

CA

V9B6T8

WEALTHWISE

Trademark usage description

audio books, downloadable e-books, podcasts, webcasts, webinars, mp3 files, and audio and video recordings in the fields of financial planning, financ Read More

Classification Information


Class [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.


Classification kind code

11

Class [016]
Series of 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; written 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.


Classification kind code

11

Class [036]
Financial planning; providing financial and investment advice, personalized wealth management strategies, and insurance consultation to individuals and businesses relating to general finances, retirement, estates, college tuition, investment management, life insurance, annuities, and long term health care; financial analysis and research services; financial consulting services, including expert analysis in finance; financial information and advisory services; financial portfolio analysis services; financial research and information services; strategic and tactical financial advisory services; insurance and financial information and consultancy services; estate trust management; estate planning; financial asset management; retirement plan consulting; retirement plan asset management; financial retirement plan advisory consulting.


Classification kind code

11

Class [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.


Classification kind code

11

Mark Details


Serial Number

2207344

Mark Type

Trademark

Legal History


Action TakenStatus
Submitted for opposition 287
on 08th Sep 2022
Pre-Assessment Letter Sent
Submitted for opposition 30
on 31st Aug 2022
Filed
Submitted for opposition 1
on 31st Aug 2022
Created
Submitted for opposition 31
on 31st Aug 2022
Formalized