WEALTHWISE
LIVE

Serial Number

86389363

Owner

LOREENG, Inc.

Attorney

Charlene A. Azema

First Use Date

Feb 10, 2005

Filing Date

Sep 9, 2014

Add to watchlist:

No watchlists yet
View on USPTO

WEALTHWISE Trademark

Serial Number: 86389363 • Registration: 4798270

WEALTHWISE is a trademark filed by LOREENG, Inc. on September 9, 2014. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

LOREENG, Inc. (5 trademarks)

Irvine, CA 92618

Entity Type: 03

Trademark Details

Filing Date

September 9, 2014

Registration Date

August 25, 2015

First Use Anywhere

February 10, 2005

First Use in Commerce

February 10, 2005

Published for Opposition

June 9, 2015

Goods & 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

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Nov 5, 2025 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Nov 5, 2025 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Nov 5, 2025 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Nov 3, 2025 APRE
TEAS SECTION 8 & 9 RECEIVED
Jul 15, 2025 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Aug 25, 2024 REM2
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 10, 2023 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 10, 2023 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Feb 10, 2023 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 10, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 10, 2023 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 10, 2023 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jan 10, 2021 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jan 9, 2021 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 8, 2021 APRE
TEAS SECTION 8 & 15 RECEIVED
Oct 8, 2020 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Aug 25, 2020 REM1
REGISTERED-PRINCIPAL REGISTER
Aug 25, 2015 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jun 9, 2015 NPUB
PUBLISHED FOR OPPOSITION
Jun 9, 2015 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 20, 2015 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
May 4, 2015 PREV
APPROVED FOR PUB - PRINCIPAL REGISTER
May 4, 2015 CNSA
EXAMINER'S AMENDMENT ENTERED
May 4, 2015 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
May 4, 2015 GNEN
EXAMINERS AMENDMENT E-MAILED
May 4, 2015 GNEA
EXAMINERS AMENDMENT -WRITTEN
May 4, 2015 CNEA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Mar 17, 2015 AAUA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 15, 2015 GNRN
NON-FINAL ACTION E-MAILED
Mar 15, 2015 GNRT
NON-FINAL ACTION WRITTEN
Mar 15, 2015 CNRT
USE AMENDMENT ACCEPTED
Mar 15, 2015 IUAA
AMENDMENT TO USE PROCESSING COMPLETE
Mar 12, 2015 AUPC
USE AMENDMENT FILED
Mar 12, 2015 IUAF
ASSIGNED TO LIE
Mar 12, 2015 ALIE
TEAS AMENDMENT OF USE RECEIVED
Mar 11, 2015 EAAU
TEAS VOLUNTARY AMENDMENT RECEIVED
Mar 4, 2015 PARI
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 21, 2014 GNRN
NON-FINAL ACTION E-MAILED
Dec 21, 2014 GNRT
NON-FINAL ACTION WRITTEN
Dec 21, 2014 CNRT
ASSIGNED TO EXAMINER
Dec 19, 2014 DOCK
NOTICE OF PSEUDO MARK E-MAILED
Sep 18, 2014 MPMK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 17, 2014 NWOS
NEW APPLICATION ENTERED
Sep 12, 2014 NWAP