WEALTHWISE

Trademark usage description

audio books, downloadable e-books, podcasts, webcasts, webinars, mp3 files, and audio and video recordings in the fields of financial planning, financ Read More

Classification Information

Class [009]
Audio books, downloadable e-books, podcasts, webcasts, webinars, mp3 files, and audio and video recordings in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; downloadable podcasts in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations.

Classification kind code

Class [016]
Series of books in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; written articles in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; printed materials, namely, newsletters, brochures, instructional materials, outlines, workbooks, and worksheets in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations.

Classification kind code

Class [036]
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.

Classification kind code

Class [041]
Entertainment services, namely, providing podcasts in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; entertainment services, namely, a continuing news show broadcast over radio, internet, television, satellite, audio, and video media; providing a website featuring non-downloadable videos in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; entertainment services, namely, providing an ongoing radio program in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations; production of podcasts; providing a website featuring blogs and non-downloadable publications in the nature of articles in the fields of financial planning, finances, market trends, wealth management, budgeting, retirement, estate planning, life insurance, disability insurance, long term care, investments, economics, current affairs, news, world affairs and international relations.

Classification kind code

Mark Details

Serial Number

2207344

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 287 on 8^th Sept 2022	Pre-Assessment Letter Sent
Submitted for opposition 30 on 31^st Aug 2022	Filed
Submitted for opposition 1 on 31^st Aug 2022	Created
Submitted for opposition 31 on 31^st Aug 2022	Formalized