CHARTERED WEALTH MANAGER Trademark

Trademark Overview


On Saturday, January 18, 2014, a trademark application was filed for CHARTERED WEALTH MANAGER with the United States Patent and Trademark Office. The USPTO has given the CHARTERED WEALTH MANAGER trademark a serial number of 86169370. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, January 13, 2024. This trademark is owned by Mentz, George. The CHARTERED WEALTH MANAGER trademark is filed in the Education & Entertainment Services category with the following description:

Educational services, namely, conducting professional development classes, seminars, conferences, and workshops, in the field of wealth management and finance for training and certification of professionals, and distribution of course and educational materials in connection therewith; Educational services, namely, providing on-line classes, seminars, and workshops in the field of wealth management and financial analysis for training and certification of professionals; Educational services, namely, providing continuing professional development and education courses in the field of wealth management and financial analysis for training and certification of professionals
chartered wealth manager

General Information


Serial Number86169370
Word MarkCHARTERED WEALTH MANAGER
Filing DateSaturday, January 18, 2014
Status800 - REGISTERED AND RENEWED
Status DateSaturday, January 13, 2024
Registration Number4553651
Registration DateTuesday, June 17, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducational services, namely, conducting professional development classes, seminars, conferences, and workshops, in the field of wealth management and finance for training and certification of professionals, and distribution of course and educational materials in connection therewith; Educational services, namely, providing on-line classes, seminars, and workshops in the field of wealth management and financial analysis for training and certification of professionals; Educational services, namely, providing continuing professional development and education courses in the field of wealth management and financial analysis for training and certification of professionals

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, January 30, 2014
Primary Code041
First Use Anywhere DateMonday, January 1, 1996
First Use In Commerce DateMonday, January 1, 1996

Trademark Owner History


Party NameMentz, George
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressColorado Springs, CO 80906

Party NameMentz, George
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressColorado Springs, CO 80906

Trademark Events


Event DateEvent Description
Saturday, January 13, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, January 13, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, January 13, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, January 13, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, July 15, 2023TEAS SECTION 8 & 9 RECEIVED
Saturday, June 17, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, June 26, 2019NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Wednesday, June 26, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, June 25, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, June 17, 2019TEAS SECTION 8 RECEIVED
Monday, June 17, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, June 17, 2014REGISTERED-SUPPLEMENTAL REGISTER
Saturday, May 10, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, May 9, 2014ASSIGNED TO LIE
Thursday, April 24, 2014APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, April 24, 2014EXAMINER'S AMENDMENT ENTERED
Thursday, April 24, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, April 24, 2014EXAMINERS AMENDMENT E-MAILED
Thursday, April 24, 2014EXAMINERS AMENDMENT -WRITTEN
Tuesday, April 22, 2014ASSIGNED TO EXAMINER
Thursday, January 30, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, January 22, 2014NEW APPLICATION ENTERED