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Official data from USPTO

WISE WEALTH ADVISORS

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

WISE WEALTH ADVISORS

ST13

US500000087043184

Class

36

Filing

87043184

Registration

5192894

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

28

Latest update

04/26/2026

Trademark type

Word

Nice classes

36

Filing date

05/19/2016

Registration date

04/25/2017

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

11/17/2022

Last transaction

04/26/2026

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

09/05/2016

First use in commerce

09/05/2016

Drawing code

4

Owner type

01

Owner location

Panama City, FL, US

Examiner

ABRAMS, JACQUELINE WILLETTE

Law office

L10

Current location

TMEG LAW OFFICE 101

Holders and representatives

Holders

Romack, Libby
Duncan, Kathleen
Brusher, Nicole

Representatives

Daniel T. Batten Dearing Batten & Bauer LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial planning and investment advisory servicesthe development and creation of personalized strategies to achieve individualized financial goals; financial planning and advisory servicesthe development and creation of personalized strategic plans for investment planninginsurance planningincome tax planningretirement planningestate planning; investment monitoring services

Publications

History of USPTO decisions and trademark events.

28 publications found

REM2

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

04/25/2026

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

11/17/2022

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

11/17/2022

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

11/17/2022

E815

TEAS SECTION 8 & 15 RECEIVED

05/11/2022

REM1

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

04/25/2022

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/13/2019

R.PR

REGISTERED-PRINCIPAL REGISTER

04/25/2017

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

03/21/2017

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

03/18/2017

SUPC

STATEMENT OF USE PROCESSING COMPLETE

03/16/2017

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

03/16/2017

IUAF

USE AMENDMENT FILED

03/03/2017

EISU

TEAS STATEMENT OF USE RECEIVED

03/03/2017

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

12/27/2016

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

11/01/2016

PUBO

PUBLISHED FOR OPPOSITION

11/01/2016

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

10/12/2016

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

09/15/2016

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

09/14/2016

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/13/2016

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

09/13/2016

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

09/09/2016

GNRT

NON-FINAL ACTION E-MAILED

09/09/2016

CNRT

NON-FINAL ACTION WRITTEN

09/09/2016

DOCK

ASSIGNED TO EXAMINER

09/05/2016

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

05/24/2016

NWAP

NEW APPLICATION ENTERED

05/23/2016

Continuous trademark protection

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