NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
05/16/2024
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Official data from USPTO
PENNEY WISE
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
32
Latest update
05/16/2024
Trademark type
Word
Nice classes
36
Filing date
11/15/2012
Registration date
11/12/2013
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/16/2024
Last transaction
05/16/2024
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
12/28/2012
First use in commerce
12/28/2012
Drawing code
4
Owner type
16
Owner location
Oklahoma City, OK
Examiner
SHARPER JR, SAM
Law office
L80
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
Penney Wise Wealth Advisors, LLC
Representatives
Penney Wise Wealth Advisors, LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Advice relating to investments; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Commodity investment advice; Equity capital investment; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial servicesadministration of transactions involving funds drawn from securitiesstocksfundsequitiesbondscashother types of financial investments in retirement plans using a credit or debit card over a global data network; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesinvestment fund transfer and transaction services; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Informationadvisoryconsultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment brokerage; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds for others; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Providing financial services with respect to securities and other financial instruments and productstrading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing information and research in the field of finance and financial investments; Real estate funds investment services; Real estate investment services; Securities trading and investing services for others via the internet
Publications
History of USPTO decisions and trademark events.
32 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
05/16/2024
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
05/16/2024
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
04/24/2024
PUM1
OFFICE ACTION ISSUED POU1
11/15/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/08/2023
E89R
TEAS SECTION 8 & 9 RECEIVED
11/02/2023
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
11/12/2022
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
12/20/2019
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
12/20/2019
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
12/19/2019
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/22/2019
ES8R
TEAS SECTION 8 RECEIVED
11/22/2019
WOAG
WITHDRAWAL OF ATTORNEY GRANTED
03/06/2018
WOAR
TEAS WITHDRAWAL OF ATTORNEY RECEIVED
03/06/2018
R.PR
REGISTERED-PRINCIPAL REGISTER
11/12/2013
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
10/09/2013
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
10/08/2013
ALIE
ASSIGNED TO LIE
10/07/2013
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/25/2013
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/05/2013
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
08/30/2013
IUAF
USE AMENDMENT FILED
08/01/2013
EISU
TEAS STATEMENT OF USE RECEIVED
08/01/2013
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
06/18/2013
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/23/2013
PUBO
PUBLISHED FOR OPPOSITION
04/23/2013
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
04/03/2013
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/12/2013
DOCK
ASSIGNED TO EXAMINER
03/12/2013
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
11/23/2012
NWAP
NEW APPLICATION ENTERED
11/19/2012
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