| Serial Number | 98373861 |
| Word Mark | CW ADVISOR SOLUTIONS |
| Filing Date | Wednesday, January 24, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, March 4, 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 | Tuesday, January 7, 2025 |
| Goods and Services | 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. |
| NOT AVAILABLE | "ADVISOR SOLUTIONS" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, January 24, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | CW ADVISORS, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02210 |
| Party Name | CW ADVISORS, LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02210 |
| Party Name | Congress Wealth Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02210 |
| Event Date | Event Description |
| Thursday, July 18, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, July 18, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, July 18, 2024 | ASSIGNED TO EXAMINER |
| Thursday, July 18, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, January 24, 2024 | NEW APPLICATION ENTERED |
| Wednesday, February 7, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, October 14, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, October 14, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, October 14, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, October 14, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, October 14, 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, October 14, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, October 16, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 16, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 16, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, October 23, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, January 7, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 7, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 4, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, January 1, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |