Serial Number
85712221
Owner
Sapere Wealth Management, LLCAttorney
Jerome A. DeLucaFirst Use Date
Oct 2, 2015
Filing Date
Aug 24, 2012
BE WISE Trademark
Serial Number: 85712221 • Registration: 4874702
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Jerome A. DeLuca Sage Patent Group
PO Box 30789
RALEIGH, NC 27622-0789
United States
Trademark Details
Filing Date
August 24, 2012
Registration Date
December 22, 2015
First Use Anywhere
October 2, 2015
First Use in Commerce
October 2, 2015
Published for Opposition
September 3, 2013
Goods & Services
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
Tax and taxation planning, advice, information and consultancy services; outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services
