INVESTMENTS & WEALTH REVIEW Trademark
Trademark Overview
On Monday, March 10, 2025, a trademark application was filed for INVESTMENTS & WEALTH REVIEW with the United States Patent and Trademark Office. The USPTO has given the INVESTMENTS & WEALTH REVIEW trademark a serial number of 99076131. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Monday, November 3, 2025. This trademark is owned by INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION. The INVESTMENTS & WEALTH REVIEW trademark is filed in the Paper & Printed Material Products and Education & Entertainment Services categories with the following description:
Printed journals in the field of investments and wealth management
Online publication of journals; Providing online non-downloadable journals in the field of investments and wealth management
General Information
| Serial Number | 99076131 |
| Word Mark | INVESTMENTS & WEALTH REVIEW |
| Filing Date | Monday, March 10, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Monday, November 3, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Printed journals in the field of investments and wealth management |
| NOT AVAILABLE | "REVIEW" |
| Goods and Services | Online publication of journals; Providing online non-downloadable journals in the field of investments and wealth management |
| Pseudo Mark | INVESTMENTS AND WEALTH REVIEW |
Classification Information
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, March 10, 2025 |
| Primary Code | 016 |
| First Use Anywhere Date | Thursday, March 6, 2025 |
| First Use In Commerce Date | Thursday, March 6, 2025 |
| 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, March 10, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Saturday, March 1, 2025 |
| First Use In Commerce Date | Saturday, March 1, 2025 |
Trademark Owner History
| 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 |
| Monday, March 10, 2025 | NEW APPLICATION ENTERED |
| Monday, March 10, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, July 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, August 11, 2025 | ASSIGNED TO EXAMINER |
| Monday, August 18, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, August 18, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, August 18, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, October 13, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, October 13, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, October 14, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, November 3, 2025 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
