CERTIFIED PRIVATE WEALTH ADVISOR Trademark

Trademark Overview

On Wednesday, October 1, 2008, a trademark application was filed for CERTIFIED PRIVATE WEALTH ADVISOR with the United States Patent and Trademark Office. The USPTO has given the CERTIFIED PRIVATE WEALTH ADVISOR trademark a serial number of 77583492. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, September 13, 2019. This trademark is owned by Investment Management Consultants Association, Inc.. The CERTIFIED PRIVATE WEALTH ADVISOR trademark is filed in the category with the following description:

Financial services, namely, investment, insurance and estate planning consulting services
certified private wealth advisor

General Information

Serial Number77583492
Word MarkCERTIFIED PRIVATE WEALTH ADVISOR
Filing DateWednesday, October 1, 2008
Status800 - REGISTERED AND RENEWED
Status DateFriday, September 13, 2019
Registration Number3812280
Registration DateTuesday, June 29, 2010
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Certification Mark StatementThe certification mark, as intended to be used by authorized persons, is intended to certify meeting a specific level of education, professional competence and experience and successful completion of an examination administered by the certifier.
Goods and ServicesFinancial services, namely, investment, insurance and estate planning consulting services

Classification Information

International ClassB -
US Class CodesB
Class Status Code6 - Active
Class Status DateMonday, October 6, 2008
Primary CodeB
First Use Anywhere DateMonday, October 5, 2009
First Use In Commerce DateMonday, October 5, 2009

Trademark Owner History

Party NameInvestment Management Consultants Association, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressGreenwood Village, CO 80111
Party NameInvestment Management Consultants Association, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressGreenwood Village, CO 80111

Trademark Events

Event DateEvent Description
Friday, September 13, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, September 13, 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, September 13, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, September 12, 2019TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Monday, September 2, 2019POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Monday, August 5, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, August 5, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, July 8, 2019TEAS SECTION 8 & 9 RECEIVED
Saturday, June 29, 2019COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, October 8, 2015NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Thursday, October 8, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED
Thursday, October 8, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, October 5, 2015TEAS SECTION 8 RECEIVED
Tuesday, June 29, 2010REGISTERED-SUPPLEMENTAL REGISTER
Thursday, June 17, 2010TEAS VOLUNTARY AMENDMENT RECEIVED
Thursday, May 27, 2010LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, May 26, 2010APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, May 13, 2010EXAMINER'S AMENDMENT ENTERED
Wednesday, May 12, 2010NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, May 12, 2010EXAMINERS AMENDMENT E-MAILED
Wednesday, May 12, 2010EXAMINERS AMENDMENT -WRITTEN
Friday, April 30, 2010NOTICE OF REINSTATEMENT MAILED
Monday, April 26, 2010REINSTATEMENT GRANTED - INADVERTENTLY ABANDONED
Monday, April 26, 2010ASSIGNED TO PETITION STAFF
Monday, April 19, 2010PETITION TO REVIVE-RECEIVED
Monday, April 19, 2010FAX RECEIVED
Friday, March 26, 2010FAX RECEIVED
Monday, March 15, 2010ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Monday, March 15, 2010ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Thursday, March 4, 2010USE AMENDMENT ACCEPTED
Tuesday, March 2, 2010AMENDMENT TO USE PROCESSING COMPLETE
Monday, February 8, 2010USE AMENDMENT FILED
Tuesday, February 9, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, February 8, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, February 8, 2010TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, February 8, 2010TEAS AMENDMENT OF USE RECEIVED
Friday, August 7, 2009NOTIFICATION OF FINAL REFUSAL EMAILED
Friday, August 7, 2009FINAL REFUSAL E-MAILED
Friday, August 7, 2009FINAL REFUSAL WRITTEN
Wednesday, July 22, 2009ASSIGNED TO EXAMINER
Friday, July 17, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, July 17, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 10, 2009ASSIGNED TO LIE
Monday, June 29, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, May 27, 2009ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, January 6, 2009NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, January 6, 2009NON-FINAL ACTION E-MAILED
Tuesday, January 6, 2009NON-FINAL ACTION WRITTEN
Monday, December 29, 2008ASSIGNED TO EXAMINER
Monday, October 6, 2008NEW APPLICATION ENTERED IN TRAM

Related Keywords

advisor wealth private certified services planning consulting estate investment namely financial insurance