CW ADVISORS Trademark

Trademark Overview


On Monday, December 18, 2023, a trademark application was filed for CW ADVISORS with the United States Patent and Trademark Office. The USPTO has given the CW ADVISORS trademark a serial number of 98319513. The federal status of this trademark filing is REGISTERED as of Tuesday, August 5, 2025. This trademark is owned by Congress Wealth Management LLC. The CW ADVISORS 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 advisors

General Information


Serial Number98319513
Word MarkCW ADVISORS
Filing DateMonday, December 18, 2023
Status700 - REGISTERED
Status DateTuesday, August 5, 2025
Registration Number7884005
Registration DateTuesday, August 5, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 27, 2024

Trademark Statements


Pseudo MarkCONGRESS WEALTH ADVISORS
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"ADVISORS"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, December 18, 2023
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

Party NameCW ADVISORS, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBOSTON, MA 02210

Party NameCW ADVISORS, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressBOSTON, MA 02210

Party NameCongress Wealth Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBoston, MA 02210

Trademark Events


Event DateEvent Description
Monday, December 18, 2023NEW APPLICATION ENTERED
Wednesday, February 7, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, March 26, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, July 18, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, July 16, 2024ASSIGNED TO EXAMINER
Wednesday, August 7, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 27, 2024PUBLISHED FOR OPPOSITION
Tuesday, October 22, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Friday, March 28, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, August 27, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Friday, March 28, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, July 10, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, March 28, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, March 28, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, March 28, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, March 28, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, April 1, 2025USE AMENDMENT FILED
Tuesday, April 1, 2025TEAS STATEMENT OF USE RECEIVED
Thursday, July 10, 2025STATEMENT OF USE PROCESSING COMPLETE
Wednesday, July 16, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, July 16, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, August 5, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, August 5, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED