| Serial Number | 98382944 |
| Word Mark | CW ADVISOR SOLUTIONS |
| Filing Date | Tuesday, January 30, 2024 |
| Status | 748 - STATEMENT OF USE - TO EXAMINER |
| Status Date | Thursday, March 12, 2026 |
| 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 | Tuesday, January 14, 2025 |
| 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. |
| Indication of Colors claimed | The color(s) gold and black is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "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 |
| Pseudo Mark | CONGRESS WEALTH 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 | Tuesday, January 30, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 10, 2024 |
| First Use In Commerce Date | Wednesday, January 10, 2024 |
| Party Name | CW Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02210 US |
| Party Name | CW Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02210 US |
| Event Date | Event Description |
| Tuesday, January 30, 2024 | NEW APPLICATION ENTERED |
| Thursday, May 30, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, May 30, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, July 16, 2024 | ASSIGNED TO EXAMINER |
| Thursday, July 18, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, July 18, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, July 18, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, October 16, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, October 16, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 16, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 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 |
| Monday, October 14, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, October 14, 2024 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, October 23, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 8, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 14, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 14, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 11, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, September 4, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, March 11, 2026 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, September 4, 2025 | USE AMENDMENT FILED |
| Thursday, March 12, 2026 | STATEMENT OF USE PROCESSING COMPLETE |