(11) 98705-3426
TrademarkIQ iconTrademarkIQ
Back to search
Official data from USPTO

WEALTHY BUT WISE

Did you know this trademark is already registered in United States?

Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.

Active USPTO registrationType: WordOffice: United States

Quick snapshot

WEALTHY BUT WISE

ST13

US500000086835565

Class

36

Filing

86835565

Registration

4998150

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

17

Latest update

06/06/2026

Trademark type

Word

Nice classes

36

Filing date

12/01/2015

Registration date

07/12/2016

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/01/2021

Last transaction

06/06/2026

Responsible office

United States Patent and Trademark Office

Status code

701

Official register

Principal Register

First use anywhere

11/27/2015

First use in commerce

11/30/2015

Drawing code

4

Owner type

01

Owner location

Coral Springs, FL, US

Examiner

CORWIN, CHARLOTTE K

Current location

Historical data usage

Holders and representatives

Holders

Lerman, Cathy J

Representatives

Lerman, Cathy J

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial serviceswealth management services

Publications

History of USPTO decisions and trademark events.

17 publications found

PR89

POST REGISTRATION ACTION MAILED - SEC. 8 & 9

06/05/2026

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/01/2026

E89R

TEAS SECTION 8 & 9 RECEIVED

03/31/2026

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

07/12/2025

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

12/01/2021

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

12/01/2021

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

12/01/2021

ES8R

TEAS SECTION 8 RECEIVED

07/12/2021

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

07/12/2021

R.PR

REGISTERED-PRINCIPAL REGISTER

07/12/2016

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

04/26/2016

PUBO

PUBLISHED FOR OPPOSITION

04/26/2016

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

04/06/2016

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

03/19/2016

DOCK

ASSIGNED TO EXAMINER

03/19/2016

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

12/05/2015

NWAP

NEW APPLICATION ENTERED

12/04/2015

Continuous trademark protection

Get notified about every new filing that threatens WEALTHY BUT WISE or your mark.

Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.