| Serial Number | 99011281 |
| Word Mark | CERTIFIED WEALTH PLANNING ADVISOR |
| Filing Date | Friday, January 17, 2025 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Saturday, October 25, 2025 |
| 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 |
| Goods and Services | Printed books, pamphlets, brochures in the field of financial planning, investments, trust funds, and retirement plans |
| Goods and Services | Educational services, namely, providing training for certification} in the field of {specify specific field of wealth strategies planning; Arranging and conducting professional workshop and training courses in the field of wealth strategies planning; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of business, and succession planning strategies; Wealth management and strategies planning education services, namely, providing non-downloadable seminars in the field of real estate, business, and wealth strategies planning; Educational services, namely, providing live and online classes, seminars, workshops, and non-downloadable webinars in the field of business, and wealth strategies planning |
| NOT AVAILABLE | WEALTH PLANNING ADVISOR |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 17, 2025 |
| Primary Code | 016 |
| 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 | Friday, January 17, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | Southern California Institute |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92122 |
| Event Date | Event Description |
| Saturday, January 18, 2025 | NEW APPLICATION ENTERED |
| Saturday, January 18, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 30, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, July 2, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 2, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, July 2, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 2, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, October 2, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, October 2, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, October 25, 2025 | FINAL REFUSAL WRITTEN |
| Saturday, October 25, 2025 | FINAL REFUSAL E-MAILED |
| Saturday, October 25, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |