Serial 85737382
Live / Registered — Registered and renewed (as of 23 Jun 2025)
What this means for you
Registered since 20 Jan 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 20 Jan 2025).
Record
- Serial number
- 85737382
- Registration number
- 4675781
- Mark type
- Design / logo
- Filed
- 25 Sept 2012
- Published for opposition
- 03 Sept 2013
- Registered
- 20 Jan 2015
- Next maintenance due
- 20 Jan 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 and 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, 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 and 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
- 23 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 23 Jun 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 23 Jun 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 23 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 15 Jan 2025 — TEAS SECTION 8 & 9 RECEIVED
- 20 Jan 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 02 Dec 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 02 Dec 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 01 Dec 2021 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 07 Jun 2021 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
- 20 Apr 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 31 Dec 2020 — TEAS SECTION 8 & 15 RECEIVED
- 20 Jan 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 20 Jan 2015 — REGISTERED-PRINCIPAL REGISTER
- 17 Dec 2014 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED