TrademarkDir
Serial #85737382
LIVE

Serial Number

85737382

Owner

Sapere Wealth Management, LLC

Attorney

Jerome A. DeLuca

First Use Date

Sep 19, 2014

Filing Date

Sep 25, 2012

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Serial #85737382 Trademark

Serial Number: 85737382 • Registration: 4675781

Serial #85737382 is a trademark filed by Sapere Wealth Management, LLC on September 25, 2012. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Sapere Wealth Management, LLC (6 trademarks)

Suite 2A
Matthews, NC 28105

Entity Type: 16

Trademark Details

Filing Date

September 25, 2012

Registration Date

January 20, 2015

First Use Anywhere

September 19, 2014

First Use in Commerce

September 19, 2014

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, 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 and family office services, namely, financial planning and investment advisory services tailored to wealthy families

Tax and taxation planning, advice, information and consultancy services and outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Jun 23, 2025 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Jun 23, 2025 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Jun 23, 2025 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 23, 2025 APRE
TEAS SECTION 8 & 9 RECEIVED
Jan 15, 2025 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jan 20, 2024 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Dec 2, 2021 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Dec 2, 2021 C15A
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Dec 1, 2021 EROP
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Jun 7, 2021 PR23
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 20, 2021 APRE
TEAS SECTION 8 & 15 RECEIVED
Dec 31, 2020 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 20, 2020 REM1
REGISTERED-PRINCIPAL REGISTER
Jan 20, 2015 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Dec 17, 2014 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Dec 16, 2014 CNPR
ASSIGNED TO EXAMINER
Dec 10, 2014 DOCK
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Nov 21, 2014 EXRA
STATEMENT OF USE PROCESSING COMPLETE
Nov 20, 2014 SUPC
SOU EXTENSION 2 GRANTED
Nov 20, 2014 EX2G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Nov 19, 2014 AITU
USE AMENDMENT FILED
Oct 28, 2014 IUAF
SOU EXTENSION 2 FILED
Oct 28, 2014 EXT2
SOU TEAS EXTENSION RECEIVED
Oct 28, 2014 EEXT
TEAS STATEMENT OF USE RECEIVED
Oct 28, 2014 EISU
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
May 1, 2014 EXRA
SOU EXTENSION 1 GRANTED
Apr 29, 2014 EX1G
SOU EXTENSION 1 FILED
Apr 29, 2014 EXT1
SOU TEAS EXTENSION RECEIVED
Apr 29, 2014 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Oct 29, 2013 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Sep 3, 2013 NPUB
PUBLISHED FOR OPPOSITION
Sep 3, 2013 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Aug 14, 2013 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jul 31, 2013 PREV
ASSIGNED TO LIE
Jul 31, 2013 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 16, 2013 CNSA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 12, 2013 TCCA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 12, 2013 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 12, 2013 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 12, 2013 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 13, 2012 GNRN
NON-FINAL ACTION E-MAILED
Dec 13, 2012 GNRT
NON-FINAL ACTION WRITTEN
Dec 13, 2012 CNRT
ASSIGNED TO EXAMINER
Dec 13, 2012 DOCK
NOTICE OF DESIGN SEARCH CODE MAILED
Sep 29, 2012 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 28, 2012 NWOS
NEW APPLICATION ENTERED
Sep 28, 2012 NWAP

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