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WEALTHWISE
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 09 Jan 2021

Last Applicant/ Owned by

9070 Irvine Center Drive, #230

Irvine

CA

92618

Serial Number

86389363 filed on 09th Sep 2014

Registration Number

4798270 registered on 25th Aug 2015

in the Principal Register

Correspondent Address

Charlene A. Azema

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

WEALTHWISE

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 an Read More

Classification Information


Class [036]
Insurance & Financial Services


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


First Use Date in General

10th Feb 2005

First Use Date in Commerce

10th Feb 2005

Mark Details


Serial Number

No 86389363

Mark Type

No Service Mark

Attorney Docket Number

No LORNG.006T

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
25th Aug 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
10th Feb 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
10th Feb 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
10th Feb 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
10th Feb 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10th Feb 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
10th Feb 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10th Jan 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
09th Jan 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
08th Jan 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL