NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
09/26/2023
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Official data from USPTO
CI PRIVATE WEALTH
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
CI PRIVATE WEALTH
ST13
US500000097401854Class
36
Filing
97401854
Registration
7172901
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
34
Latest update
09/26/2023
Trademark type
Word
Nice classes
36
Filing date
05/09/2022
Registration date
09/26/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/26/2023
Last transaction
09/26/2023
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
02/28/2021
First use in commerce
02/28/2021
Drawing code
4
Owner type
03
Owner location
Toronto, Ontario, CA
Examiner
MCMORROW, RONALD G
Law office
M90
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
CI Investments Inc.
Representatives
Cynthia A. Moyer FREDRIKSON & BYRON, P.A.
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
(Based on Use in Commerce) FINANCIAL SERVICES INCLUDING WEALTH MANAGEMENTASSISTING CLIENTS WITH MANAGING THEIR FINANCIAL AFFAIRS AND ASSETS; FINANCIAL PLANNING; FINANCIAL WEALTH PLANNING; INVESTMENT ADVICE; COMPREHENSIVE LIFE FINANCIAL MANAGEMENT SERVICES IN THE FIELDS OF INVESTMENT MANAGEMENTCASH MANAGEMENTDEBT MANAGEMENTINSURANCE RISK MANAGEMENTESTATE PLANNINGTAX PLANNING; FINANCIAL MANAGEMENT AND DISTRIBUTION OF POOLED INVESTMENT FUNDS AND SEGREGATED SECURITIES; FINANCIAL SERVICES IN THE FIELDS OF INVESTMENTSECURITIES INVESTMENTCAPITAL INVESTMENT CONSULTATIONFUNDS INVESTMENT AND FINANCIAL PLANNING; ASSET PROTECTION SERVICESFINANCIAL RISK ASSESSMENT SERVICES IN THE NATURE OF ASSESSING A CLIENT'S NEED FOR CRITICAL ILLNESS INSURANCELIFE INSURANCE AND PROPERTY AND CASUALTY INSURANCE; FINANCIAL SUPPORT SERVICESASSISTING CLIENTS WITH PERSONAL ADMINISTRATIVE MATTERS SUCH AS BILL PAYMENT AND LEASING OF REAL PROPERTY; (Based on 44e) INVESTMENT FUND SERVICESRETIREMENT INVESTMENT COUNSELINGRETIREMENT INVESTMENT PORTFOLIO FINANCIAL MANAGEMENTDEALING INADMINISTRATION AND DISTRIBUTION OF PRINCIPAL-PROTECTED INVESTMENT FUNDS FOR RETIREMENT; INVESTMENT PORTFOLIO FINANCIAL MANAGEMENT; INVESTMENT COUNSELING
Publications
History of USPTO decisions and trademark events.
34 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
09/26/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/07/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
08/07/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
08/07/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/04/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/04/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/04/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
08/04/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
08/04/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/11/2023
PUBO
PUBLISHED FOR OPPOSITION
07/11/2023
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/21/2023
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
06/07/2023
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/31/2023
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/30/2023
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/30/2023
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/03/2023
GNRT
NON-FINAL ACTION E-MAILED
03/03/2023
CNRT
NON-FINAL ACTION WRITTEN
03/03/2023
AAUA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
03/03/2023
IUAA
USE AMENDMENT ACCEPTED
03/02/2023
DOCK
ASSIGNED TO EXAMINER
02/26/2023
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
12/16/2022
IUAF
USE AMENDMENT FILED
12/16/2022
EAAU
TEAS AMENDMENT OF USE RECEIVED
12/15/2022
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/13/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/13/2022
ECDR
TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS
12/13/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/13/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/13/2022
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/13/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/16/2022
NWAP
NEW APPLICATION ENTERED
05/12/2022
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