NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
01/06/2026
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Official data from USPTO
HARVESTWISE WEALTH PLANNING
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
HARVESTWISE WEALTH PLANNING
ST13
US500000099210307Class
35, 36
Filing
99210307
Registration
8095191
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
10
Latest update
01/06/2026
Trademark type
Word
Nice classes
35, 36
Filing date
05/30/2025
Registration date
01/06/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
01/06/2026
Last transaction
01/06/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
07/19/2023
First use in commerce
07/19/2023
Drawing code
4
Owner type
16
Owner location
Escondido, CA, US
Examiner
LEE, OLIVIA SUNMIN
Law office
O10
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
HarvestWise Wealth, LLC.
Representatives
HarvestWise Wealth, LLC.
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business administration and management; Assistanceadvisory services and consultancy with regard to business planningbusiness analysisbusiness managementbusiness organization; Business advisory services; Business management and organization consultancy; Business consultingmanagementplanning services in the field of Wealth Planning; Business management consulting with relation to strategymarketingsalesoperationproduct design particularly specializing in the use of analytic and statistic models for the understanding and predicting of consumersbusinessesmarket trends and actions; Business management consultancy and advisory services; Business management consulting and advisory services for the Wealth Planning industry; Business management consultingstrategic planning and business advisory services provided to Financial Advisors; Business succession planning; Tax advisory services; Tax and taxation planningadviceinformation and consultancy services; Philanthropy consultation relating to taxation planning; Tax planning
Class 36
Investment of funds; Investment advisory services; Financial due diligence; Financial planning consultation; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Accepting and administering monetary charitable contributions; Stock exchange information services; Financial evaluation for insurance purposes; Annuity servicesaccount and investment administration; Insurance consultation; Fiduciary servicesfiduciary representative services; Financial and investment servicesasset and investment acquisitionconsultationadvisory and development; Financial advicebudget planning; Financial analyses; Estate planning; Financial asset management; Investment risk assessment services; Management of securities portfolios; Investment consultation; Providing financial information via a web site; Financial serviceswealth management services; Brokerage services for stocks and bonds; Providing information and research in the field of finance and financial investments; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Insurance consulting in the field of Life and Health insurance; Financial analysis and research services; Financial information and advisory services; Investment advice; Providing financial services with respect to securities and other financial instruments and productsmoney management services; Financial retirement plan consulting services; Financial advice and consultancy services; Financial advice; 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; Financial portfolio analysis services; Debt management consultation; Mutual fund planning services; Advice on finance during retirement; Advisory services relating to mutual funds; Financial information; Financial management; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Financial planningthe creation of personalized strategies to achieve financial independence; Financial consultation in the field of cryptocurrency; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medicaldentallife insurance including short term disabilitylong term disabilitycancer insuranceaccidental death and dismemberment; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Insurance and financial information and consultancy services; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial administration of employee pension plans; Providing information in the field of employee financial benefit plans; Providing information in the field of financial planning; Financial consultation in the field of environmental managementadvising business and individuals on issues of portfolio planning and investment planning; Financial planning for retirement; On-line financial planning services; Financial administration of retirement plans; Financial management in the field of Investment Portfolios; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial trust planning; Providing information in the field of financial planning for IndividualsFamilies& Businesses or Non-Profits; Financial planning; Financial planning and investment advisory services; Informationadvisoryconsultancy and financial research services relating to finance and investments; Providing information in the field of wealth management for IndividualsFamiliesBusinesses and Non-Profits; Providing information in the field of wealth management; Financial wealth management services; Estate trust planning; Providing information in the field of estate planning; Financial consultancy and insurance consultancy; Consultancy services relating to insurance; Insurance information and consultancy; Insurance consultancy; Consulting and information concerning insurance; Providing information regarding financial investment strategies for IndividualsFamiliesBusinesses or Non-Profits; Providing information regarding financial investment strategies; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial portfolio management
Publications
History of USPTO decisions and trademark events.
10 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
01/06/2026
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
11/18/2025
PUBO
PUBLISHED FOR OPPOSITION
11/18/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/12/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/18/2025
DOCK
ASSIGNED TO EXAMINER
10/18/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/07/2025
MAFR
APPLICATION FILING RECEIPT MAILED
05/30/2025
NWAP
NEW APPLICATION ENTERED
05/30/2025
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