PENNEY WISE
Live / Registered — Registered and renewed (as of 16 May 2024)
What this means for you
Registered since 12 Nov 2013. 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 12 Nov 2023).
Record
- Serial number
- 85780265
- Registration number
- 4433833
- Mark type
- Stylized text
- Filed
- 15 Nov 2012
- Published for opposition
- 23 Apr 2013
- Registered
- 12 Nov 2013
- Next maintenance due
- 12 Nov 2023
Goods and services
- Class 036 — Insurance and financial services: Advice relating to investments; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Commodity investment advice; Equity capital investment; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment brokerage; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds for others; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Real estate funds investment services; Real estate investment services; Securities trading and investing services for others via the internet
Owner
- Penney Wise Wealth Advisors, LLC, Oklahoma City, OK, US
- Penney Wise Wealth Advisors, LLC, Oklahoma City, OK, US
- Penney Wise Wealth Advisors, LLC, Oklahoma City, OK, US
Prosecution history
- 16 May 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 16 May 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 16 May 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 24 Apr 2024 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 15 Nov 2023 — OFFICE ACTION ISSUED POU1
- 08 Nov 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 02 Nov 2023 — TEAS SECTION 8 & 9 RECEIVED
- 12 Nov 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 20 Dec 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 20 Dec 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 19 Dec 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 22 Nov 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 22 Nov 2019 — TEAS SECTION 8 RECEIVED
- 06 Mar 2018 — WITHDRAWAL OF ATTORNEY GRANTED
- 06 Mar 2018 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED