CERTIFIED WEALTH CONSULTANT Trademark

Trademark Overview

On Monday, December 17, 2007, a trademark application was filed for CERTIFIED WEALTH CONSULTANT with the United States Patent and Trademark Office. The USPTO has given the CERTIFIED WEALTH CONSULTANT trademark a serial number of 77354140. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, February 10, 2017. This trademark is owned by The Heritage Institute, LLC. The CERTIFIED WEALTH CONSULTANT trademark is filed in the category with the following description:

Educational Services, namely, conducting seminars, workshops, continuing education classes in the field of estate, financial, retirement and tax planning relating to specific issues of the affluent and distributing seminars in written and computerized form
certified wealth consultant

General Information

Serial Number77354140
Word MarkCERTIFIED WEALTH CONSULTANT
Filing DateMonday, December 17, 2007
Status710 - CANCELLED - SECTION 8
Status DateFriday, February 10, 2017
Registration Number3815887
Registration DateTuesday, July 6, 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, to be used by authorized persons, certifies that the person displaying the mark has completed the education course work requirements and work experience requirements of the certifier, has completed examinations administered by the certifier in satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, continuing education and other post-certification requirements.
Disclaimer with Predetermined Text"WEALTH"
Goods and ServicesEducational Services, namely, conducting seminars, workshops, continuing education classes in the field of estate, financial, retirement and tax planning relating to specific issues of the affluent and distributing seminars in written and computerized form

Classification Information

International ClassB -
US Class CodesB
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, February 10, 2017
Primary CodeB
First Use Anywhere DateMonday, December 1, 2003
First Use In Commerce DateMonday, December 1, 2003

Trademark Owner History

Party NameThe Heritage Institute, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPortland, OR 97070
Party NameThe Heritage Institute, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPortland, OR 97070

Trademark Events

Event DateEvent Description
Friday, February 10, 2017CANCELLED SEC. 8 (6-YR)
Monday, July 6, 2015COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, July 6, 2010REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, June 1, 2010LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, May 28, 2010APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Friday, May 14, 2010DATA MODIFICATION COMPLETED
Friday, May 7, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 7, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 7, 2010ASSIGNED TO LIE
Monday, April 19, 2010TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, October 19, 2009NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, October 19, 2009FINAL REFUSAL E-MAILED
Monday, October 19, 2009FINAL REFUSAL WRITTEN
Monday, September 21, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, September 21, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 18, 2009ASSIGNED TO LIE
Tuesday, September 15, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 15, 2009PETITION TO REVIVE-GRANTED
Tuesday, September 15, 2009TEAS PETITION TO REVIVE RECEIVED
Thursday, August 27, 2009ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Thursday, August 27, 2009ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Wednesday, January 28, 2009NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, January 28, 2009NON-FINAL ACTION E-MAILED
Wednesday, January 28, 2009NON-FINAL ACTION WRITTEN
Thursday, January 8, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 8, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, January 8, 2009ASSIGNED TO LIE
Wednesday, December 24, 2008TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, June 27, 2008NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, June 27, 2008NON-FINAL ACTION E-MAILED
Friday, June 27, 2008NON-FINAL ACTION WRITTEN
Thursday, June 12, 2008TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, June 12, 2008CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, June 12, 2008TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 25, 2008NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, March 25, 2008NON-FINAL ACTION E-MAILED
Tuesday, March 25, 2008NON-FINAL ACTION WRITTEN
Monday, March 24, 2008ASSIGNED TO EXAMINER
Thursday, December 20, 2007NEW APPLICATION ENTERED IN TRAM

Related Keywords

consultant wealth certified seminars issues specific relating planning affluent distributing form computerized written