| Serial Number | 98240087 |
| Word Mark | AWMA |
| Filing Date | Wednesday, October 25, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 24, 2024 |
| Registration Number | 7515929 |
| Registration Date | Tuesday, September 24, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 9, 2024 |
| Goods and Services | Providing services in the fields of finance and financial planning in the areas of wealth management, behavioral finance, investment risk, return and performance, investment products and strategies, income tax strategies, executive benefits planning, estate planning, portfolio management, fiduciary and regulatory issues, investment planning, tax planning, and succession planning for high-net-worth clients |
| Certification Mark Statement | This certification mark, as intended to be used by persons authorized by the certifier, is intended to certify that the services provided have been performed by persons that have completed educational course work requirements of the certifier, said course requirements relating to services in the field of finance and financial planning, which includes wealth management, behavioral finance, investment risk, return and performance, investment products and strategies, income tax strategies, executive benefits planning, estate planning, portfolio management, fiduciary and regulatory issues, investment planning, tax planning, and succession planning for high-net- worth clients; and has completed the associated examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, and has completed all continuing education requirements as set forth by the certifier. |
| International Class | B - |
| US Class Codes | B |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 31, 2023 |
| Primary Code | B |
| First Use Anywhere Date | Saturday, December 31, 2005 |
| First Use In Commerce Date | Saturday, December 31, 2005 |
| Party Name | The College for Financial Planning Institutes Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Fort Lauderdale, FL 33309 |
| Party Name | The College for Financial Planning Institutes Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Fort Lauderdale, FL 33309 |
| Party Name | The College for Financial Planning Institutes Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Fort Lauderdale, FL 33309 |
| Event Date | Event Description |
| Saturday, October 28, 2023 | NEW APPLICATION ENTERED |
| Tuesday, October 31, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 10, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, January 16, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, January 16, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 16, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, February 6, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, February 6, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, February 6, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, May 3, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, May 3, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, May 3, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 4, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 19, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 9, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 9, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 24, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 24, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |