INVESTMENTS & WEALTH INSTITUTE - Trademark Details
Status: 700 - Registered
Serial Number
87350581
Registration Number
5403614
Word Mark
INVESTMENTS & WEALTH INSTITUTE
Status
700 - Registered
Status Date
2018-02-13
Filing Date
2017-02-27
Registration Number
5403614
Registration Date
2018-02-13
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
M40
Employee Name
BILLINGS, JOHN T
Statements
Disclaimer with Predetermined Text
"INSTITUTE"
Goods and Services
Association services, namely, membership services promoting the interest of investment analysts and investment and wealth management professionals
Goods and Services
Education services, namely, training for certification via classes, seminars, conferences, workshops to investment and wealth management professionals in the field of wealth management; educational services, namely, providing classes, seminars, conferences, workshops in the field of wealth management and distribution of educational materials in connection therewith; education services, namely, development and dissemination of printed educational materials in the field of wealth management; education services, namely, providing continuing professional education courses in the field of wealth management; educational services, namely, developing, arranging, and conducting conferences and programs providing information in the field of wealth management; education services, namely, distribution of educational materials in the field of wealth management
Goods and Services
Testing, analysis and evaluation of the services of others to determine conformity with certification standards in the field of wealth management for the purpose of certification
Pseudo Mark
INVESTMENTS & WEALTH INSTITUTE
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2017-03-06
Primary Code
035
First Use Anywhere Date
2017-10-16
First Use In Commerce Date
2017-10-16
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2017-12-08
Primary Code
041
First Use Anywhere Date
2017-10-16
First Use In Commerce Date
2017-10-16
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2017-12-08
Primary Code
042
First Use Anywhere Date
2017-10-16
First Use In Commerce Date
2017-10-16
Current Trademark Owners
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (non-profit corporation).
Address
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Trademark Owner History
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (non-profit corporation).
Address
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Party Type
10 - Original Applicant
Legal Entity Type
99 - Other (non-profit corporation).
Address
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Correspondences
Name
SABRINA C. STAVISH
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 4798940 |
Trademark Events
| Event Date | Event Description |
| 2017-03-02 | NEW APPLICATION ENTERED IN TRAM |
| 2017-03-06 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2017-03-07 | NOTICE OF PSEUDO MARK E-MAILED |
| 2017-05-23 | ASSIGNED TO EXAMINER |
| 2017-05-30 | NON-FINAL ACTION WRITTEN |
| 2017-05-30 | NON-FINAL ACTION E-MAILED |
| 2017-05-30 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2017-11-28 | TEAS AMENDMENT OF USE RECEIVED |
| 2017-11-29 | USE AMENDMENT FILED |
| 2017-11-29 | AMENDMENT TO USE PROCESSING COMPLETE |
| 2017-11-29 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2017-12-07 | ASSIGNED TO LIE |
| 2017-12-08 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2017-12-08 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2017-12-11 | USE AMENDMENT ACCEPTED |
| 2017-12-12 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| 2017-12-27 | EXAMINERS AMENDMENT -WRITTEN |
| 2017-12-27 | EXAMINERS AMENDMENT E-MAILED |
| 2017-12-27 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2017-12-27 | EXAMINER'S AMENDMENT ENTERED |
| 2018-01-04 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 2018-01-11 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2018-02-13 | REGISTERED-SUPPLEMENTAL REGISTER |
