Who owns the WEALTHY BUT WISE trademark?

The WEALTHY BUT WISE trademark is owned by Lerman, Cathy J.

What class is the WEALTHY BUT WISE trademark registered in?

The WEALTHY BUT WISE trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for WEALTHY BUT WISE?

The USPTO serial number for WEALTHY BUT WISE is 86835565.

What is the registration number for WEALTHY BUT WISE?

WEALTHY BUT WISE is registered under USPTO registration number 4998150.

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WEA

USPTO Trademark Record

REGISTERED

WEALTHY BUT WISE

SN 86835565·Reg 4998150·Filed Dec 01, 2015

Owner Lerman, Cathy J

Financial, monetary and banking services; insurance services; real estate services.

WEALTHY BUT WISE (Serial No. 86835565), Registration No. 4998150, is a registered US trademark filed on Dec 01, 2015 by Lerman, Cathy J. This trademark covers Class 036 (Insurance, financial & real estate services).

renewal grace 10y period: January 12, 2027105 days remaining

Conflict Analysis

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Mark Intelligence

WEALTHY BUT WISE (Reg. #4998150) is a registered US trademark that has been protecting its owner, Lerman, Cathy J, since 2015. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Dec 01, 2015

SERIAL

86835565

REG#

4998150

REGISTERED

Jul 12, 2016

Filing Information

StatusREGISTERED

Filing DateDec 01, 2015

Serial Number86835565

Registration No.4998150

Registration DateJul 12, 2016

Status DateDec 01, 2021

Published for OppositionApr 26, 2016

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 Accepted

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Nov 27, 2015

First use in commerce: Nov 30, 2015

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

17 events

POST REGISTRATION ACTION MAILED - SEC. 8 & 9

Jun 05, 2026

POST REGISTRATION ACTION MAILED - SEC. 8 & 9

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 01, 2026

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 & 9 RECEIVED

Mar 31, 2026

TEAS SECTION 8 & 9 RECEIVED

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Jul 12, 2025

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Dec 01, 2021

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Dec 01, 2021

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Dec 01, 2021

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Jul 12, 2021

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

TEAS SECTION 8 RECEIVED

Jul 12, 2021

TEAS SECTION 8 RECEIVED

REGISTERED-PRINCIPAL REGISTER

Jul 12, 2016

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Apr 26, 2016

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Apr 26, 2016

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Apr 06, 2016

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO EXAMINER

Mar 19, 2016

ASSIGNED TO EXAMINER

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 19, 2016

APPROVED FOR PUB - PRINCIPAL REGISTER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 05, 2015

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Dec 04, 2015

NEW APPLICATION ENTERED

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