BMO WEALTH INSTITUTE Trademark

Trademark Overview

On Tuesday, March 19, 2013, a trademark application was filed for BMO WEALTH INSTITUTE with the United States Patent and Trademark Office. The USPTO has given the BMO WEALTH INSTITUTE trademark a serial number of 85879587. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, January 17, 2025. This trademark is owned by Bank of Montreal. The BMO WEALTH INSTITUTE trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Banking services; financial services, namely, providing insight and strategy concerning financial decisions and wealth planning, providing information and analysis relating to financial issues in retirement including investment and planning, and financial consultation and analysis; financial management services; investment advisory services; financial advisory services; estate planning services; investment research services; and financial asset management services

[ Tax planning services ]
bmo wealth institute

General Information

Serial Number85879587
Word MarkBMO WEALTH INSTITUTE
Filing DateTuesday, March 19, 2013
Status710 - CANCELLED - SECTION 8
Status DateFriday, January 17, 2025
Registration Number4561137
Registration DateTuesday, July 1, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 27, 2013

Trademark Statements

Goods and ServicesBanking services; financial services, namely, providing insight and strategy concerning financial decisions and wealth planning, providing information and analysis relating to financial issues in retirement including investment and planning, and financial consultation and analysis; financial management services; investment advisory services; financial advisory services; estate planning services; investment research services; and financial asset management services
Goods and Services[ Tax planning services ]
NOT AVAILABLE"WEALTH INSTITUTE"

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateThursday, September 17, 2020
Primary Code035
First Use Anywhere DateSunday, March 31, 2013
First Use In Commerce DateSunday, March 31, 2013
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, January 17, 2025
Primary Code036
First Use Anywhere DateSunday, March 31, 2013
First Use In Commerce DateSunday, March 31, 2013

Trademark Owner History

Party NameBank of Montreal
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressToronto, Ontario M5X1A1
CA
Party NameBank of Montreal
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressToronto, Ontario M5X1A1
CA
Party NameBank of Montreal
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressToronto, Ontario M5X1A1
CA

Trademark Events

Event DateEvent Description
Friday, March 22, 2013NEW APPLICATION ENTERED
Tuesday, July 2, 2013TEAS VOLUNTARY AMENDMENT RECEIVED
Wednesday, July 24, 2013ASSIGNED TO LIE
Friday, March 22, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, June 26, 2013ASSIGNED TO EXAMINER
Tuesday, July 2, 2013PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Wednesday, July 3, 2013EXAMINERS AMENDMENT -WRITTEN
Wednesday, July 3, 2013EXAMINERS AMENDMENT E-MAILED
Wednesday, July 3, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, July 3, 2013EXAMINER'S AMENDMENT ENTERED
Wednesday, July 3, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, April 8, 2014USE AMENDMENT FILED
Thursday, July 25, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, August 7, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 27, 2013PUBLISHED FOR OPPOSITION
Tuesday, August 27, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 22, 2013NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, January 30, 2014TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, April 8, 2014TEAS STATEMENT OF USE RECEIVED
Tuesday, April 8, 2014SOU TEAS EXTENSION RECEIVED
Tuesday, April 8, 2014SOU EXTENSION 1 FILED
Tuesday, April 29, 2014SOU EXTENSION 1 GRANTED
Tuesday, April 29, 2014STATEMENT OF USE PROCESSING COMPLETE
Wednesday, May 28, 2014LAW OFFICE REGISTRATION REVIEW COMPLETED
Thursday, May 29, 2014NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, July 1, 2014REGISTERED-PRINCIPAL REGISTER
Thursday, March 9, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, April 14, 2014TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, April 14, 2014ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, April 29, 2014CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, April 30, 2014NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, May 19, 2014ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, September 17, 2020REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, July 1, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, June 29, 2020TEAS SECTION 8 & 15 RECEIVED
Thursday, September 10, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, September 17, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, July 1, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, January 17, 2025CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9

Related Keywords

institute wealth services financial planning investment advisory management providing analysis including estate