CW ADVISOR SOLUTIONS Trademark

Trademark Overview

On Wednesday, January 24, 2024, a trademark application was filed for CW ADVISOR SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the CW ADVISOR SOLUTIONS trademark a serial number of 98373861. The federal status of this trademark filing is REGISTERED as of Tuesday, April 7, 2026. This trademark is owned by Congress Wealth Management LLC. The CW ADVISOR SOLUTIONS trademark is filed in the Insurance & Financial Services category with the following description:

Investment management; investment consultation; investment of funds for others; wealth management services; financial planning services; financial analysis and consultation; financial planning and investment advisory services provided via a global computer network; providing a website featuring information in the field of wealth management and financial planning.
cw advisor solutions

General Information

Serial Number98373861
Word MarkCW ADVISOR SOLUTIONS
Filing DateWednesday, January 24, 2024
Status700 - REGISTERED
Status DateTuesday, April 7, 2026
Registration Number8206633
Registration DateTuesday, April 7, 2026
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 7, 2025

Trademark Statements

Goods and ServicesInvestment management; investment consultation; investment of funds for others; wealth management services; financial planning services; financial analysis and consultation; financial planning and investment advisory services provided via a global computer network; providing a website featuring information in the field of wealth management and financial planning.
NOT AVAILABLE"ADVISOR SOLUTIONS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 24, 2024
Primary Code036
First Use Anywhere DateWednesday, January 10, 2024
First Use In Commerce DateWednesday, January 10, 2024

Trademark Owner History

Party NameCW ADVISORS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBOSTON, MA 02210
US
Party NameCW ADVISORS, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBOSTON, MA 02210
US
Party NameCW ADVISORS, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressBOSTON, MA 02210
US
Party NameCongress Wealth Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBoston, MA 02210
US

Trademark Events

Event DateEvent Description
Wednesday, January 24, 2024NEW APPLICATION ENTERED
Wednesday, February 7, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, July 18, 2024ASSIGNED TO EXAMINER
Thursday, July 18, 2024NON-FINAL ACTION WRITTEN
Thursday, July 18, 2024NON-FINAL ACTION E-MAILED
Thursday, July 18, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, October 16, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, October 16, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 16, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, October 14, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, October 14, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, October 14, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, October 14, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, October 14, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 14, 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, October 23, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 1, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 7, 2025PUBLISHED FOR OPPOSITION
Tuesday, January 7, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 4, 2025NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, September 4, 2025TEAS STATEMENT OF USE RECEIVED
Wednesday, March 11, 2026CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, September 4, 2025USE AMENDMENT FILED
Thursday, March 12, 2026STATEMENT OF USE PROCESSING COMPLETE
Sunday, March 15, 2026ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Sunday, March 15, 2026NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, April 7, 2026REGISTERED-PRINCIPAL REGISTER
Tuesday, April 7, 2026NOTICE OF REGISTRATION CONFIRMATION EMAILED

Related Keywords

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