CERTIFIED WEALTH PLANNING ADVISOR Trademark

Trademark Overview

On Friday, January 17, 2025, a trademark application was filed for CERTIFIED WEALTH PLANNING ADVISOR with the United States Patent and Trademark Office. The USPTO has given the CERTIFIED WEALTH PLANNING ADVISOR trademark a serial number of 99011281. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Saturday, January 18, 2025. This trademark is owned by Southern California Institute. The CERTIFIED WEALTH PLANNING ADVISOR trademark is filed in the Education & Entertainment Services and Paper & Printed Material Products categories with the following description:

Educational services, namely, providing certification programs in the field of Estate, Business, and Wealth Strategies Planning; Arranging professional workshop and training courses; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of Estate, Business, and succession planning strategies; estate planning, trust funds; wealth management and strategies planning Education services, namely, providing non-downloadable seminars in the field of Estate, Business, and Wealth Strategies Planning; Educational services, namely, providing live and online classes, seminars, workshops, and webinars in the field of Estate, Business, and Wealth Strategies Planning.

books, pamphlets, brochures concerning financial planning, investment services, trust funds, retirement plans.
certified wealth planning advisor

General Information

Serial Number99011281
Word MarkCERTIFIED WEALTH PLANNING ADVISOR
Filing DateFriday, January 17, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateSaturday, January 18, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesEducational services, namely, providing certification programs in the field of Estate, Business, and Wealth Strategies Planning; Arranging professional workshop and training courses; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of Estate, Business, and succession planning strategies; estate planning, trust funds; wealth management and strategies planning Education services, namely, providing non-downloadable seminars in the field of Estate, Business, and Wealth Strategies Planning; Educational services, namely, providing live and online classes, seminars, workshops, and webinars in the field of Estate, Business, and Wealth Strategies Planning.
Goods and Servicesbooks, pamphlets, brochures concerning financial planning, investment services, trust funds, retirement plans.

Classification Information

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, January 17, 2025
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class016 - 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 Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateFriday, January 17, 2025
Primary Code016
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameSouthern California Institute
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Diego, CA 92122

Trademark Events

Event DateEvent Description
Saturday, January 18, 2025NEW APPLICATION ENTERED
Saturday, January 18, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Related Keywords

advisor planning wealth certified strategies services estate business field namely educational seminars