NRCS
NOTICE OF REGISTRATION CONFIRMATION EMAILED
02/17/2026
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Official data from USPTO
CERTIFIED WEALTH PLANNING ADVISOR
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
CERTIFIED WEALTH PLANNING ADVISOR
ST13
US500000099011281Class
16, 41
Filing
99011281
Registration
8147396
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
20
Latest update
02/17/2026
Trademark type
Word
Nice classes
16, 41
Filing date
01/17/2025
Registration date
02/17/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/17/2026
Last transaction
02/17/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
12/01/2023
First use in commerce
03/04/2024
Drawing code
4
Owner type
16
Owner location
San Diego, CA
Examiner
LIU, PHILIP HUAI-EN
Law office
L90
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
Southern California Institute
Representatives
Maria Johnson De Novo Legal, PC
Technical classification
Nice Classes
Class 16Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 16
Printed bookspamphletsbrochures in the field of financial planninginvestmentstrust fundsretirement plans
Class 41
educational servicesproviding training for certification in the field of wealth strategies planning; Arranging and conducting professional workshop and training courses in the field of wealth strategies planning; Educational servicesconducting classesseminarsconferencesworkshops in the field of businesssuccession planning strategies; Wealth management and strategies planning education servicesproviding non-downloadable seminars in the field of real estatebusinesswealth strategies planning; Educational servicesproviding live and online classesseminarsworkshopsnon-downloadable webinars in the field of businesswealth strategies planning
Publications
History of USPTO decisions and trademark events.
20 publications found
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
02/17/2026
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
01/26/2026
IUAA
USE AMENDMENT ACCEPTED
01/26/2026
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
01/23/2026
IUAF
USE AMENDMENT FILED
01/23/2026
EAAU
TEAS AMENDMENT OF USE RECEIVED
01/23/2026
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
01/23/2026
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
10/25/2025
GNFR
FINAL REFUSAL E-MAILED
10/25/2025
CNFR
FINAL REFUSAL WRITTEN
10/25/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/02/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/02/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/02/2025
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/02/2025
GNRT
NON-FINAL ACTION E-MAILED
07/02/2025
CNRT
NON-FINAL ACTION WRITTEN
07/02/2025
DOCK
ASSIGNED TO EXAMINER
06/30/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/18/2025
NWAP
NEW APPLICATION ENTERED
01/18/2025
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