WISDOM INDEX

Live / Registered — Registered and renewed (as of 27 Aug 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
86335434
Registration number
4875275
Mark type
Stylized text
Filed
12 Jul 2014
Published for opposition
02 Dec 2014
Registered
22 Dec 2015
Next maintenance due
22 Dec 2025
Attorney of record
Kathryn Yoches

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Financial management; Financial risk management; Financial risk management consultation; Investment management; Financial consultancy and insurance consultancy

Owner

Prosecution history

  • 28 Feb 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 28 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 28 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 28 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 20 Nov 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 20 Nov 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 20 Nov 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 20 Nov 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 27 Aug 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 27 Aug 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 27 Aug 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 26 Aug 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 21 Apr 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 22 Dec 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 19 Apr 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

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