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 REGISTERED as of Tuesday, August 19, 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 | 700 - REGISTERED |
| Status Date | Tuesday, August 19, 2025 |
| Registration Number | 7897852 |
| Registration Date | Tuesday, August 19, 2025 |
| 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 | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Greenwood Village, CO 80111 |
| 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 |
| Monday, March 10, 2025 | ASSIGNED TO EXAMINER |
| 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 |
| Thursday, March 13, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, April 30, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 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, 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 |
| Tuesday, August 19, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 19, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
