| Serial Number | 87350581 |
| Word Mark | INVESTMENTS & WEALTH INSTITUTE |
| Filing Date | Monday, February 27, 2017 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Friday, July 28, 2023 |
| Registration Number | 5403614 |
| Registration Date | Tuesday, February 13, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Education services, namely, training for certification via classes, seminars, conferences, workshops to investment and wealth management professionals in the field of wealth management; educational services, namely, providing classes, seminars, conferences, workshops in the field of wealth management and distribution of educational materials in connection therewith; education services, namely, development and dissemination of printed educational materials in the field of wealth management; education services, namely, providing continuing professional education courses in the field of wealth management; educational services, namely, developing, arranging, and conducting conferences and programs providing information in the field of wealth management; education services, namely, distribution of educational materials in the field of wealth management |
| Pseudo Mark | INVESTMENTS & WEALTH INSTITUTE |
| Goods and Services | Association services, namely, membership services promoting the interest of investment analysts and investment and wealth management professionals |
| Disclaimer with Predetermined Text | "INSTITUTE" |
| Goods and Services | Testing, analysis and evaluation of the services of others to determine conformity with certification standards in the field of wealth management for the purpose of certification |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 6, 2017 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, October 16, 2017 |
| First Use In Commerce Date | Monday, October 16, 2017 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, December 8, 2017 |
| Primary Code | 041 |
| First Use Anywhere Date | Monday, October 16, 2017 |
| First Use In Commerce Date | Monday, October 16, 2017 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, December 8, 2017 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, October 16, 2017 |
| First Use In Commerce Date | Monday, October 16, 2017 |
| Party Name | Investment Management Consultants Association |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Greenwood Village, CO 80111 |
| Party Name | Investment Management Consultants Association |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Greenwood Village, CO 80111 |
| Event Date | Event Description |
| Friday, July 28, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Friday, July 28, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Friday, July 28, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, February 15, 2023 | TEAS SECTION 8 RECEIVED |
| Monday, February 13, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 13, 2018 | REGISTERED-SUPPLEMENTAL REGISTER |
| Thursday, January 11, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, January 4, 2018 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Wednesday, December 27, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, December 27, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, December 27, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, December 27, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, December 12, 2017 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Monday, December 11, 2017 | USE AMENDMENT ACCEPTED |
| Friday, December 8, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, December 8, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, December 7, 2017 | ASSIGNED TO LIE |
| Wednesday, November 29, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, November 29, 2017 | AMENDMENT TO USE PROCESSING COMPLETE |
| Wednesday, November 29, 2017 | USE AMENDMENT FILED |
| Tuesday, November 28, 2017 | TEAS AMENDMENT OF USE RECEIVED |
| Tuesday, May 30, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 30, 2017 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 30, 2017 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 23, 2017 | ASSIGNED TO EXAMINER |
| Tuesday, March 7, 2017 | NOTICE OF PSEUDO MARK E-MAILED |
| Monday, March 6, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 2, 2017 | NEW APPLICATION ENTERED |