IWP Trademark

Trademark Overview

On Thursday, March 21, 2013, a trademark application was filed for IWP with the United States Patent and Trademark Office. The USPTO has given the IWP trademark a serial number of 85882729. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, January 27, 2023. This trademark is owned by Institute for Wealth Planning, LLC. The IWP trademark is filed in the Insurance & Financial Services category with the following description:

Financial consulting services, namely, providing financial assistance in the form of advice in the field of wealth planning, financial modeling, philanthropic, qualified and non-qualified retirement planning, business succession and estate planning and marketing assistance to accountants, attorneys, financial advisors, life insurance professionals and wholesale distributors of financial products
iwp

General Information

Serial Number85882729
Word MarkIWP
Filing DateThursday, March 21, 2013
Status710 - CANCELLED - SECTION 8
Status DateFriday, January 27, 2023
Registration Number4998534
Registration DateTuesday, July 12, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 4, 2014

Trademark Statements

Goods and ServicesFinancial consulting services, namely, providing financial assistance in the form of advice in the field of wealth planning, financial modeling, philanthropic, qualified and non-qualified retirement planning, business succession and estate planning and marketing assistance to accountants, attorneys, financial advisors, life insurance professionals and wholesale distributors of financial products
Pseudo MarkINSTITUTE FOR WEALTH PLANNING

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, January 27, 2023
Primary Code036
First Use Anywhere DateSaturday, September 30, 2000
First Use In Commerce DateSaturday, September 30, 2000

Trademark Owner History

Party NameInstitute for Wealth Planning, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressChevy Chase, MD 20815
Party NameInstitute for Wealth Planning, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressChevy Chase, MD 20815
Party NameInstitute for Wealth Planning, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChevy Chase, MD 20815

Trademark Events

Event DateEvent Description
Friday, January 27, 2023CANCELLED SEC. 8 (6-YR)
Monday, July 12, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, July 12, 2016REGISTERED-PRINCIPAL REGISTER
Tuesday, June 7, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Sunday, June 5, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, May 17, 2016NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, May 16, 2016STATEMENT OF USE PROCESSING COMPLETE
Friday, April 29, 2016USE AMENDMENT FILED
Monday, May 16, 2016SOU EXTENSION 4 GRANTED
Friday, April 29, 2016SOU EXTENSION 4 FILED
Friday, April 29, 2016TEAS EXTENSION RECEIVED
Friday, April 29, 2016TEAS STATEMENT OF USE RECEIVED
Friday, November 13, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, November 12, 2015SOU EXTENSION 3 GRANTED
Thursday, October 29, 2015SOU EXTENSION 3 FILED
Thursday, October 29, 2015TEAS EXTENSION RECEIVED
Friday, May 8, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, May 7, 2015SOU EXTENSION 2 GRANTED
Wednesday, April 29, 2015SOU EXTENSION 2 FILED
Wednesday, April 29, 2015TEAS EXTENSION RECEIVED
Wednesday, April 29, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, December 3, 2014NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, December 2, 2014SOU EXTENSION 1 GRANTED
Wednesday, October 29, 2014SOU EXTENSION 1 FILED
Monday, December 1, 2014CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, October 29, 2014TEAS EXTENSION RECEIVED
Wednesday, October 29, 2014TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 6, 2014ASSIGNED TO EXAMINER
Tuesday, April 29, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 4, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 4, 2014PUBLISHED FOR OPPOSITION
Wednesday, February 12, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, January 24, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, January 23, 2014ASSIGNED TO LIE
Monday, December 30, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, December 30, 2013EXAMINER'S AMENDMENT ENTERED
Monday, December 30, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, December 30, 2013EXAMINERS AMENDMENT E-MAILED
Monday, December 30, 2013EXAMINERS AMENDMENT -WRITTEN
Friday, December 27, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, December 26, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 26, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, December 26, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, June 26, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, June 26, 2013NON-FINAL ACTION E-MAILED
Wednesday, June 26, 2013NON-FINAL ACTION WRITTEN
Tuesday, June 25, 2013ASSIGNED TO EXAMINER
Wednesday, March 27, 2013NOTICE OF PSEUDO MARK E-MAILED
Tuesday, March 26, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, March 25, 2013NEW APPLICATION ENTERED

Related Keywords

financial planning assistance qualified attorneys advisors accountants marketing estate life