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Official data from USPTO

INVESTMENTS & WEALTH INSTITUTE

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

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

INVESTMENTS & WEALTH INSTITUTE

ST13

US500000098175250

Class

35, 41, 42

Filing

98175250

Registration

7526865

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

10/08/2024

Trademark type

Combined

Nice classes

35, 41, 42

Filing date

09/12/2023

Registration date

10/08/2024

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/08/2024

Last transaction

10/08/2024

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

2018-01-00

First use in commerce

2018-01-00

Drawing code

3

Owner type

03

Owner location

Greenwood Village, CO, US

Examiner

ORNDORFF, LINDA

Current location

FILE REPOSITORY (FRANCONIA)

Mark description

The mark consists of the vertically stacked words INVESTMENTS, & WEALTH, and INSTITUTE next to three hexagons in a triangle formation with a line under the bottom two hexagons.

Holders and representatives

Holders

Investment Management Consultants Association

Representatives

Sabrina C Stavish SHERIDAN ROSS P.C.

Technical classification

Nice Classes

Class 35Class 41Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Association servicespromoting the interests of investment analysts and investment and wealth management professionals

Class 41

Education servicestraining for certification via classesseminarsconferencesworkshops to investment and wealth management professionals in the field of wealth management; educational servicesproviding classesseminarsconferencesworkshops in the field of wealth management and distribution of educational materials in connection therewith; education servicesdevelopment and dissemination of printed educational materials in the field of wealth management; education servicesproviding continuing professional education courses in the field of wealth management; educational servicesarrangingconducting conferences and programs providing information in the field of wealth management and distribution of educational materials in connection therewith

Class 42

Testinganalysis and evaluation of the services of others to determine conformity with certification standards in the field of wealth management for the purpose of certification

Publications

History of USPTO decisions and trademark events.

22 publications found

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

10/08/2024

R.PR

REGISTERED-PRINCIPAL REGISTER

10/08/2024

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

07/23/2024

PUBO

PUBLISHED FOR OPPOSITION

07/23/2024

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

07/03/2024

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

06/20/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

05/23/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

05/23/2024

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

05/23/2024

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

02/24/2024

GNRT

NON-FINAL ACTION E-MAILED

02/24/2024

CNRT

NON-FINAL ACTION WRITTEN

02/24/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

01/26/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

01/26/2024

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

01/26/2024

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

12/14/2023

GNRT

NON-FINAL ACTION E-MAILED

12/14/2023

CNRT

NON-FINAL ACTION WRITTEN

12/14/2023

DOCK

ASSIGNED TO EXAMINER

12/13/2023

MDSM

NOTICE OF DESIGN SEARCH CODE E-MAILED

10/03/2023

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

10/02/2023

NWAP

NEW APPLICATION ENTERED

09/15/2023

Continuous trademark protection

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