Trademark Overview
On Friday, December 19, 2025, a trademark application was filed for PGWTA with the United States Patent and Trademark Office. The USPTO has given the PGWTA trademark a serial number of 99557623. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, December 19, 2025. This trademark is owned by The College for Financial Planning Institutes Corporation. The PGWTA trademark is filed in the Education & Entertainment Services category with the following description:
Educational services, namely, providing courses of instruction, training, workshops, seminars, conferences, continuing education, and professional development programs in the fields of generational wealth transfer planning, estate and trust planning, family wealth succession planning, philanthropic planning, tax-efficient wealth transfer strategies, family governance, and related financial planning topics, and dissemination of educational materials, namely, books, flashcards, study guides, handouts, and lectures in connection therewith
