(APPLICANT) Sapere Wealth Management, LLC LIMITED LIABILITY COMPANY NORTH CAROLINA Suite 2A 130 Matthews Station Street Matthews NORTH CAROLINA 28105 | SAPERE - 85707892 - Trademark Search

Filing Date:

SAPERE

Serial Number: 85707892

Word Mark: SAPERE

Translation: The English translation of "SAPERE" in the mark is "BE WISE".

Goods and Services: IC 035. US 100 101 102. G & S: Tax and taxation planning, advice, information and consultancy services; outsourcing services in the field of finance, namely, Chief Investment Officer outsourcing services

IC 036. US 100 101 102. G & S: Financial and investment services, namely, wealth management services, financial portfolio management, investment advice, investment management, investment consultation and investment of funds for others, operation, administration and management of investment funds, hedge funds, and commodity pools, savings programs for college education, trading of securities for others; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Estate planning, and estate trust planning; family office services, namely, financial planning and investment advisory services tailored to wealthy families

Mark Drawing Code: (4) STANDARD CHARACTER MARK

Filing Date: 08/20/2012

Current Basis: 1B

Original Filing Basis: 1B

Owner: (APPLICANT) Sapere Wealth Management, LLC LIMITED LIABILITY COMPANY NORTH CAROLINA Suite 2A 130 Matthews Station Street Matthews NORTH CAROLINA 28105

Attorney of Record: Laura M. Kelley

Type of Mark: SERVICE MARK

Register: PRINCIPAL

Live/Dead Indicator: LIVE

SiteNo: 2517

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