| Serial Number | 98175250 |
| Word Mark | INVESTMENTS & WEALTH INSTITUTE |
| Filing Date | Tuesday, September 12, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 8, 2024 |
| Registration Number | 7526865 |
| Registration Date | Tuesday, October 8, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 23, 2024 |
| 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, arranging, and conducting conferences and programs providing information in the field of wealth management and distribution of educational materials in connection therewith |
| Description of Mark | The mark consists of the vertically stacked words INVESTMENTS, & WEALTH, and INSTITUTE next to three hexagons in a triangle formation with a line under the bottom two hexagons. |
| Pseudo Mark | INVESTMENTS AND WEALTH INSTITUTE |
| Section 2(f) Limitation Statement | as to "INVESTMENTS & WEALTH INSTITUTE" has become distinctive of the goods/services through the applicant's substantially exclusive and continuous use of the mark in commerce that the U.S. Congress may lawfully regulate for at least the five years immediately before the date of this statement. |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Association services, namely, promoting the interests of investment analysts and investment and wealth management professionals |
| NOT AVAILABLE | 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, October 2, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, December 31, 2017 |
| First Use In Commerce Date | Sunday, December 31, 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 | Monday, October 2, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | Sunday, December 31, 2017 |
| First Use In Commerce Date | Sunday, December 31, 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 | Monday, October 2, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, December 31, 2017 |
| First Use In Commerce Date | Sunday, December 31, 2017 |
| 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 |
| Event Date | Event Description |
| Friday, September 15, 2023 | NEW APPLICATION ENTERED |
| Monday, October 2, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, October 3, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, December 13, 2023 | ASSIGNED TO EXAMINER |
| Thursday, December 14, 2023 | NON-FINAL ACTION WRITTEN |
| Thursday, December 14, 2023 | NON-FINAL ACTION E-MAILED |
| Thursday, December 14, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, January 26, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, January 26, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 26, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Saturday, February 24, 2024 | NON-FINAL ACTION WRITTEN |
| Saturday, February 24, 2024 | NON-FINAL ACTION E-MAILED |
| Saturday, February 24, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, May 23, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, May 23, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, June 20, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 3, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 23, 2024 | PUBLISHED FOR OPPOSITION |
| Thursday, May 23, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 23, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 8, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 8, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |