CW ADVISOR SOLUTIONS Trademark
Trademark Overview
On Tuesday, January 30, 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 98382944. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, October 29, 2024. This trademark is owned by CW Advisors, 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
General Information
| Serial Number | 98382944 |
| Word Mark | CW ADVISOR SOLUTIONS |
| Filing Date | Tuesday, January 30, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, October 29, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of a gold-colored design with one semisphere opening toward the bottom right facing another semisphere opening toward the top left, to the left of the words "CW ADVISOR" stacked above the word "SOLUTIONS" in black, uppercase lettering. |
| Pseudo Mark | CONGRESS WEALTH ADVISOR SOLUTIONS |
| 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 |
| Indication of Colors claimed | The color(s) gold and black is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "ADVISOR SOLUTIONS" |
Classification Information
| 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 | Tuesday, January 30, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | CW Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02210 |
Trademark Events
| Event Date | Event Description |
| Tuesday, January 30, 2024 | NEW APPLICATION ENTERED |
| Thursday, May 30, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, May 30, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 16, 2024 | ASSIGNED TO EXAMINER |
| Thursday, July 18, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, July 18, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, July 18, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, October 14, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, October 14, 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, October 14, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, October 14, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, October 14, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, October 14, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 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 |
