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Official data from USPTO

CHARTERED WEALTH MANAGER

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

CHARTERED WEALTH MANAGER

ST13

US500000086169370

Class

41

Filing

86169370

Registration

4553651

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

22

Latest update

01/13/2024

Trademark type

Word

Nice classes

41

Filing date

01/18/2014

Registration date

06/17/2014

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

01/13/2024

Last transaction

01/13/2024

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Supplemental Register

First use anywhere

01/01/1996

First use in commerce

01/01/1996

Drawing code

4

Owner type

16

Owner location

Colorado Springs, CO, US

Examiner

HWANG, JOHN C B

Law office

M50

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

Mentz, George

Representatives

George Mentz GEORGE MENTZ - ATTY FOR IBS LLC AND AAFM, LLC

Technical classification

Nice Classes

Class 41

Vienna Codes

No Vienna codes available.

Goods and services

Class 41

Educational servicesconducting professional development classesseminarsconferencesworkshopsin the field of wealth management and finance for training and certification of professionalsdistribution of course and educational materials in connection therewith; Educational servicesproviding on-line classesseminarsworkshops in the field of wealth management and financial analysis for training and certification of professionals; Educational servicesproviding continuing professional development and education courses in the field of wealth management and financial analysis for training and certification of professionals

Publications

History of USPTO decisions and trademark events.

22 publications found

NA89

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

01/13/2024

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

01/13/2024

89AG

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

01/13/2024

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

01/13/2024

E89R

TEAS SECTION 8 & 9 RECEIVED

07/15/2023

REM2

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

06/17/2023

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

06/26/2019

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

06/26/2019

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/25/2019

ES8R

TEAS SECTION 8 RECEIVED

06/17/2019

REM1

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

06/17/2019

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

06/17/2014

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

05/10/2014

ALIE

ASSIGNED TO LIE

05/09/2014

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

04/24/2014

XAEC

EXAMINER'S AMENDMENT ENTERED

04/24/2014

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

04/24/2014

GNEA

EXAMINERS AMENDMENT E-MAILED

04/24/2014

CNEA

EXAMINERS AMENDMENT -WRITTEN

04/24/2014

DOCK

ASSIGNED TO EXAMINER

04/22/2014

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

01/30/2014

NWAP

NEW APPLICATION ENTERED

01/22/2014

Continuous trademark protection

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