| Serial Number | 79421573 |
| Word Mark | BWS BROOKFIELD WEALTH SOLUTIONS |
| Filing Date | Monday, March 10, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Friday, January 9, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| NOT AVAILABLE | WEALTH SOLUTIONS |
| Goods and Services | Insurance and reinsurance consultation; insurance subrogation; insurance administration; insurance brokerage; insurance carrier services; reinsurance underwriting; reinsurance consultancy; reinsurance actuarial services; reinsurance claims administration; reinsurance claims processing; reinsurance brokerage services; reinsurance financial services in the nature of providing an investment option available for annuity products; insurance risk management, financial risk management; financial and monetary business services in the fields of insurance and reinsurance namely, financial asset management for insurance companies, cash management, financial reporting, securities lending, investment consulting, financial asset liability management, integrated financial and insurance risk management, investment and investment funds management services, comprehensive financial and insurance risk management services focusing on assets and liabilities and real estate investment and management services; insurance underwriting in the fields of life, annuities, health, accident, fire, stop-loss, property and casualty, automobile, long term care, real estate; insurance agencies; insurance actuarial services; insurance financial evaluation for insurance purposes; assessing insurance claims and insurance claims processing; providing insurance information and insurance consultancy; indemnity services namely, underwriting and administration of commercial collateral liability insurance; actuarial services; annuity underwriting; financial administration of annuities; financial administration of life income funds and life income retirement funds; financial administration of retirement income funds; retirement planning and investment advisory services |
| Pseudo Mark | BROOKFIELD WEALTH SOLUTIONS BROOKFIELD WEALTH SOLUTIONS |
| Goods and Services | Business advisory services and data analytics services, namely, data compiling and analyzing in the fields of insurance, risk management, insurance brokerage, reinsurance, and reinsurance brokerage, all for business purposes; business management consultancy and business advisory services in the fields of risk analysis, risk management, risk transfer, financing, insurance and reinsurance and assurance services |
| Goods and Services | Educational services namely, providing course materials and information, classes, seminars, workshops and training in the field of insurance and reinsurance |
| Goods and Services | Industrial analysis and research services in the field of insurance and reinsurance. |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 17, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 17, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 17, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 17, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Brookfield Office Properties Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | CA |
| Event Date | Event Description |
| Thursday, April 17, 2025 | SN ASSIGNED FOR SECT 66A APPL FROM IB |
| Friday, April 25, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, April 25, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, May 14, 2025 | ASSIGNED TO EXAMINER |
| Thursday, May 15, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, May 16, 2025 | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW |
| Thursday, July 10, 2025 | REFUSAL PROCESSED BY MPU |
| Thursday, July 10, 2025 | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
| Saturday, July 26, 2025 | REFUSAL PROCESSED BY IB |
| Friday, January 9, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, January 9, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 9, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |