WEALTHWISE
Live / Registered — Registered and renewed (as of 05 Nov 2025)
What this means for you
Registered since 25 Aug 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 25 Aug 2025).
Record
- Serial number
- 86389363
- Registration number
- 4798270
- Mark type
- Stylized text
- Filed
- 09 Sept 2014
- Published for opposition
- 09 Jun 2015
- Registered
- 25 Aug 2015
- Next maintenance due
- 25 Aug 2025
- Attorney of record
- Charlene A. Azema
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Providing financial and investment advice, personalized wealth management strategies, and insurance consultation to individuals and businesses relating to general finances, retirement, estates, college tuition, investment management, life insurance, annuities, and long term health care; Financial analysis and research services; Financial consulting services, including expert analysis in finance; Financial information and advisory services; Financial portfolio analysis services; Financial research and information services; Strategic and tactical financial advisory services; Insurance and financial information and consultancy services; Estate trust management; Estate planning; Financial asset management; Retirement plan consulting; Retirement plan asset management; Financial retirement plan advisory consulting
Owner
- LOREENG, Inc., Irvine, CA, US
- LOREENG, Inc., Irvine, CA, US
- LOREENG, Inc., Irvine, CA, US
Prosecution history
- 05 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 05 Nov 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 05 Nov 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 03 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 15 Jul 2025 — TEAS SECTION 8 & 9 RECEIVED
- 25 Aug 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 10 Feb 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 10 Feb 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 10 Feb 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 10 Feb 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 10 Feb 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 10 Feb 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 10 Jan 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 09 Jan 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 08 Jan 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL