BE WISE
Live / Registered — Registered and renewed (as of 08 Dec 2025)
What this means for you
Registered since 22 Dec 2015. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 22 Dec 2025).
Record
- Serial number
- 85712221
- Registration number
- 4874702
- Mark type
- Stylized text
- Filed
- 24 Aug 2012
- Published for opposition
- 03 Sept 2013
- Registered
- 22 Dec 2015
- Next maintenance due
- 22 Dec 2025
- Attorney of record
- Jerome A. DeLuca
Goods and services
- Class 035 — Advertising and business services: Tax and taxation planning, advice, information and consultancy services; outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services
- Class 036 — Insurance and financial services: Financial and investment services, namely, wealth management services, financial portfolio management, investment advice, investment management, investment consultation and investment of funds for others, operation, administration and management of investment funds, hedge funds, and commodity pools, savings programs for college education, trading of securities for others; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Estate planning, and estate trust planning; family office services, namely, financial planning and investment advisory services tailored to wealthy families
Owner
- Sapere Wealth Management, LLC, Matthews, NC, US
- Sapere Wealth Management, LLC, Matthews, NC, US
- Sapere Wealth Management, LLC, Matthews, NC, US
Prosecution history
- 08 Dec 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 08 Dec 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 08 Dec 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 08 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 26 Aug 2025 — TEAS SECTION 8 & 9 RECEIVED
- 22 Dec 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 01 Aug 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 01 Aug 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 22 Jul 2022 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 24 Jan 2022 — OFFICE ACTION ISSUED POU1
- 11 Jan 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 09 Dec 2021 — TEAS SECTION 8 & 15 RECEIVED
- 22 Dec 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 22 Dec 2015 — REGISTERED-PRINCIPAL REGISTER
- 19 Nov 2015 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED