| Serial Number | 99398438 |
| Word Mark | CWS 5D |
| Filing Date | Wednesday, September 17, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, February 18, 2026 |
| 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 | NOT AVAILABLE |
| Pseudo Mark | CERTIFIED WEALTH STRATEGIST FIVE D |
| Pseudo Mark | CWS FIVE D |
| Goods and Services | Financial planning and investment advisory services |
| 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, September 17, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | First Trust Portfolios L.P. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 13 - Limited Partnership |
| Address | Wheaton, IL 60187 |
| Event Date | Event Description |
| Wednesday, September 17, 2025 | NEW APPLICATION ENTERED |
| Wednesday, September 17, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, February 10, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 11, 2026 | ASSIGNED TO EXAMINER |
| Wednesday, February 18, 2026 | NON-FINAL ACTION WRITTEN |
| Wednesday, February 18, 2026 | NON-FINAL ACTION E-MAILED |
| Wednesday, February 18, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |