FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP) Trademark

Trademark Overview

On Sunday, March 19, 2023, a trademark application was filed for FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP) with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP) trademark a serial number of 97846155. The federal status of this trademark filing is REGISTERED as of Tuesday, March 11, 2025. This trademark is owned by CFI Education Inc.. The FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP) trademark is filed in the Education & Entertainment Services category with the following description:

Educational services, namely, providing training of finance professionals in the field of individual financial advising; Educational services, namely, providing on-line courses for certification of finance professionals in the field of individual financial advising; Educational services, namely, designing, creating and providing on-line courses and education programs in the field of finance and awarding certificates in connection therewith
financial planning & wealth management professional (fpwmp)

General Information

Serial Number97846155
Word MarkFINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP)
Filing DateSunday, March 19, 2023
Status700 - REGISTERED
Status DateTuesday, March 11, 2025
Registration Number7724924
Registration DateTuesday, March 11, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 26, 2024

Trademark Statements

Goods and ServicesEducational services, namely, providing training of finance professionals in the field of individual financial advising; Educational services, namely, providing on-line courses for certification of finance professionals in the field of individual financial advising; Educational services, namely, designing, creating and providing on-line courses and education programs in the field of finance and awarding certificates in connection therewith
Pseudo MarkFINANCIAL PLANNING AND WEALTH MANAGEMENT PROFESSIONAL FPWMP
NOT AVAILABLE"FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL"

Classification Information

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, April 10, 2023
Primary Code041
First Use Anywhere DateWednesday, August 14, 2024
First Use In Commerce DateWednesday, August 14, 2024

Trademark Owner History

Party NameCFI Education Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressVancouver BC V6G3B7
CA
Party NameCFI Education Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressVancouver V6C2T8
CA
Party NameCFI Education Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressVancouver V6C2T8
CA

Trademark Events

Event DateEvent Description
Monday, April 10, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, December 14, 2023ASSIGNED TO EXAMINER
Wednesday, December 20, 2023NON-FINAL ACTION WRITTEN
Wednesday, December 20, 2023NON-FINAL ACTION E-MAILED
Wednesday, December 20, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, February 15, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, March 22, 2023NEW APPLICATION ENTERED
Thursday, February 15, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 15, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, March 6, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, February 19, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 21, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, March 6, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 26, 2024PUBLISHED FOR OPPOSITION
Tuesday, March 26, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, November 18, 2024TEAS STATEMENT OF USE RECEIVED
Saturday, February 1, 2025STATEMENT OF USE PROCESSING COMPLETE
Monday, November 18, 2024USE AMENDMENT FILED
Saturday, February 1, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, February 20, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, February 20, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, March 11, 2025REGISTERED-PRINCIPAL REGISTER
Wednesday, August 27, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, August 27, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, August 27, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, August 27, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, August 27, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, March 11, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED

Related Keywords

professional fpwmp management wealth planning financial educational finance providing namely services field courses line advising