Who owns the WISE FAMILY FINANCIAL LEADERSHIP trademark?

The WISE FAMILY FINANCIAL LEADERSHIP trademark is owned by Institute for Preparing Heirs.

What class is the WISE FAMILY FINANCIAL LEADERSHIP trademark registered in?

The WISE FAMILY FINANCIAL LEADERSHIP trademark is registered in Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services).

What is the serial number for WISE FAMILY FINANCIAL LEADERSHIP?

The USPTO serial number for WISE FAMILY FINANCIAL LEADERSHIP is 99633564.

What is the registration number for WISE FAMILY FINANCIAL LEADERSHIP?

WISE FAMILY FINANCIAL LEADERSHIP is registered under USPTO registration number 0.

WIS

USPTO Trademark Record

PENDING

WISE FAMILY FINANCIAL LEADERSHIP

SN 99633564·Reg 0·Filed Feb 04, 2026

Owner Institute for Preparing Heirs

Financial, monetary and banking services; insurance services; real estate services.; Education; providing of training; entertainment; sporting and cultural activities.

WISE FAMILY FINANCIAL LEADERSHIP (Serial No. 99633564), Registration No. 0, is a pending US trademark filed on Feb 04, 2026 by Institute for Preparing Heirs. This trademark covers Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services).

Office Action response: December 21, 202672 days remaining

Mark Intelligence

WISE FAMILY FINANCIAL LEADERSHIP (Reg. #0) is a pending US trademark that was filed in 2026 and is currently under USPTO examination. The mark covers Class 036 (Insurance, financial & real estate services) and Class 041 (Education & entertainment services) respectively. Goods and services include Financial, monetary and banking services; insurance services; real estate services.; Education; providing of training; e....

FILED

Feb 04, 2026

SERIAL

99633564

REG#

Owner

Applicant

Institute for Preparing Heirs

Entity

LLC

State

Address

1556 Hillcrest Avenue, Pasadena, CA, 91106

Country

Attorney

Law firm

Institute for Preparing Heirs

Docket

99633564

Address

1556 Hillcrest Avenue, Pasadena, CA 91106, United States

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Filing Information

StatusPENDING

Filing DateFeb 04, 2026

Serial Number99633564

Registration No.0

Status DateSep 21, 2026

Mark TypeStandard characters

Attorney Docket99633564

Status DescriptionLive and pending, final refusal mailed

Filing Signals

FILED

2026

YEARS AGO

CLASSES

MADRID FILINGS

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

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

Class 041Education & entertainment services

US codes: 100, 101, 107

Education; providing of training; entertainment; sporting and cultural activities.

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

Status History

16 events

TEAS REQUEST FOR RECONSIDERATION RECEIVED

Sep 24, 2026

TEAS REQUEST FOR RECONSIDERATION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Sep 24, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Sep 24, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

FINAL REFUSAL WRITTEN

Sep 21, 2026

FINAL REFUSAL WRITTEN

FINAL REFUSAL E-MAILED

Sep 21, 2026

FINAL REFUSAL E-MAILED

NOTIFICATION OF FINAL REFUSAL EMAILED

Sep 21, 2026

NOTIFICATION OF FINAL REFUSAL EMAILED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Aug 19, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Aug 19, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Aug 19, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Jun 17, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jun 17, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jun 17, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jun 02, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Feb 04, 2026

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Feb 04, 2026

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

Feb 04, 2026

APPLICATION FILING RECEIPT MAILED

WISE FAMILY FINANCIAL LEADERSHIP

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Other Marks by Institute for Preparing Heirs

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

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