WEALTH MANAGEMENT REDEFINED
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 09 Jul 2025)
What this means for you
Registered since 05 Nov 2019. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88392530
- Registration number
- 5902157
- Mark type
- Stylized text
- Filed
- 18 Apr 2019
- Published for opposition
- 20 Aug 2019
- Registered
- 05 Nov 2019
- 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
- 09 Jul 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 09 Jul 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 09 Jul 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 11 Mar 2025 — TEAS SECTION 8 & 15 RECEIVED
- 05 Nov 2024 — COURTESY REMINDER - SEC. 8 (6-YR) 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
- 05 Nov 2019 — REGISTERED-PRINCIPAL REGISTER
- 20 Aug 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 20 Aug 2019 — PUBLISHED FOR OPPOSITION
- 31 Jul 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED