Who owns the WISDOM IN WEALTH MANAGEMENT trademark?

The WISDOM IN WEALTH MANAGEMENT trademark is owned by PPS Advisors Inc..

What class is the WISDOM IN WEALTH MANAGEMENT trademark registered in?

The WISDOM IN WEALTH MANAGEMENT trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for WISDOM IN WEALTH MANAGEMENT?

The USPTO serial number for WISDOM IN WEALTH MANAGEMENT is 85413166.

What is the registration number for WISDOM IN WEALTH MANAGEMENT?

WISDOM IN WEALTH MANAGEMENT is registered under USPTO registration number 4138330.

Sealvo

Home Search: WISDOM IN WEALTH MANAGEMENTWISDOM IN WEALTH MANAGEMENT #85413166

Back

Updated Sep 28, 2026·17 searches this week

View on USPTO TSDR Find similar marks

WIS

USPTO Trademark Record

REGISTERED

WISDOM IN WEALTH MANAGEMENT

SN 85413166·Reg 4138330·Filed Sep 01, 2011

Owner PPS Advisors Inc.

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

WISDOM IN WEALTH MANAGEMENT (Serial No. 85413166), Registration No. 4138330, is a registered US trademark filed on Sep 01, 2011 by PPS Advisors Inc.. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: May 10, 2032

Conflict Analysis

Full conflict analysis for WISDOM IN WEALTH MANAGEMENT (SN 85413166) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.

Mark Intelligence

WISDOM IN WEALTH MANAGEMENT (Reg. #4138330) is a registered US trademark that has been protecting its owner, PPS Advisors Inc., since 2011. 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

Sep 01, 2011

SERIAL

85413166

REG#

4138330

REGISTERED

May 08, 2012

Filing Information

StatusREGISTERED

Filing DateSep 01, 2011

Serial Number85413166

Registration No.4138330

Registration DateMay 08, 2012

Status DateFeb 24, 2022

Published for OppositionFeb 21, 2012

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Feb 10, 2010

First use in commerce: Feb 10, 2010

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.

Run a conflict check

Search by serial number, mark name, or logo. See conflicting marks ranked by risk with clear explanations of what contributed.

Run conflict check

Status History

25 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Feb 24, 2022

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Feb 24, 2022

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Feb 24, 2022

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Feb 24, 2022

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

TEAS SECTION 8 & 9 RECEIVED

Sep 28, 2021

TEAS SECTION 8 & 9 RECEIVED

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

May 08, 2021

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

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

May 15, 2018

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

May 15, 2018

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

May 15, 2018

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS SECTION 8 & 15 RECEIVED

May 02, 2018

TEAS SECTION 8 & 15 RECEIVED

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

May 08, 2017

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

REGISTERED-PRINCIPAL REGISTER

May 08, 2012

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Feb 21, 2012

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Feb 21, 2012

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Feb 01, 2012

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO LIE

Jan 17, 2012

ASSIGNED TO LIE

LAW OFFICE PUBLICATION REVIEW COMPLETED

Jan 17, 2012

LAW OFFICE PUBLICATION REVIEW COMPLETED

EXAMINERS AMENDMENT -WRITTEN

Dec 27, 2011

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Dec 27, 2011

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Dec 27, 2011

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Dec 27, 2011

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Dec 27, 2011

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Dec 19, 2011

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 07, 2011

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Sep 05, 2011

NEW APPLICATION ENTERED

Other Marks by PPS Advisors Inc.

Additional USPTO filings from the same owner.

PPS

PPS ADVISORS

85421794

PPS Advisors, Inc.

REGISTERED

PRE

PREMIER RIA NETWORK

85524169

PPS Advisors, Inc.

ABANDONED

Other Marks in Class 036 — Insurance, financial & real estate services

Recently filed and registered marks in the same international class.

ALL

ALL IN WEALTH MANAGEMENT

97847259

ALL IN FEDERAL CREDIT UNION

REGISTERED

WID

WIDOW, WISDOM AND WEALTH

97066289

Kendrick, Donna

REGISTERED

REA

REAL WISDOM WEALTH WORTH

97088135

RW Investment Management LLC

REGISTERED

IND

INDEPENDENT WISDOM FOR WEALTH

76592103

Budros, Ruhlin & Roe, Inc.

REGISTERED

Other Marks by Kourtney A. Mulcahy

Additional USPTO filings handled by the same attorney of record.

BRA

BRANDT

86725904

REGISTERED

GEO

GEO CPM, INC.

97678929

REGISTERED

STE

STEMPOSIUM

87694915

REGISTERED

LOG

LogoMark

99013395

REGISTERED

WISDOM IN WEALTH MANAGEMENT

Run a conflict check

Other Marks by PPS Advisors Inc.

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Kourtney A. Mulcahy

Get pre-filing clearance

Search 15M+ trademarks

Resources

Company