INVESTMENTS & WEALTH FOUNDATION Trademark
Trademark Overview
On Tuesday, August 27, 2024, a trademark application was filed for INVESTMENTS & WEALTH FOUNDATION with the United States Patent and Trademark Office. The USPTO has given the INVESTMENTS & WEALTH FOUNDATION trademark a serial number of 98719298. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, July 1, 2025. This trademark is owned by Investment Management Consultants Association. The INVESTMENTS & WEALTH FOUNDATION trademark is filed in the Insurance & Financial Services category with the following description:
Charitable fundraising; Charitable foundation services, namely, providing financial support to financial professionals for obtaining financial certifications; Providing educational scholarships
General Information
| Serial Number | 98719298 |
| Word Mark | INVESTMENTS & WEALTH FOUNDATION |
| Filing Date | Tuesday, August 27, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, July 1, 2025 |
| 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 | Tuesday, July 1, 2025 |
Trademark Statements
| Pseudo Mark | INVESTMENTS AND WEALTH FOUNDATION |
| Section 2(f) Limitation Statement | AS TO "INVESTMENTS & WEALTH" |
| Goods and Services | Charitable fundraising; Charitable foundation services, namely, providing financial support to financial professionals for obtaining financial certifications; Providing educational scholarships |
| NOT AVAILABLE | "FOUNDATION" |
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, August 27, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, April 30, 2022 |
| First Use In Commerce Date | Saturday, April 30, 2022 |
Trademark Owner History
| Party Name | Investment Management Consultants Association |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Greenwood Village, CO 80111 |
| Party Name | Investment Management Consultants Association |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Greenwood Village, CO 80111 |
Trademark Events
| Event Date | Event Description |
| Tuesday, August 27, 2024 | NEW APPLICATION ENTERED |
| Sunday, March 9, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 13, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, March 13, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, March 13, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, March 10, 2025 | ASSIGNED TO EXAMINER |
| Thursday, March 13, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, April 30, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, April 30, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 6, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 6, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, May 6, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, May 30, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 30, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 25, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 1, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 1, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
