| Serial Number | 99557623 |
| Word Mark | PGWTA |
| Filing Date | Friday, December 19, 2025 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, July 21, 2026 |
| 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 | Tuesday, May 26, 2026 |
| Goods and Services | 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 |
| 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 19, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | The College for Financial Planning Institutes Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Fort Lauderdale, FL 33309 US |
| Party Name | The College for Financial Planning Institutes Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Fort Lauderdale, FL 33309 US |
| Event Date | Event Description |
| Friday, December 19, 2025 | NEW APPLICATION ENTERED |
| Friday, December 19, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, December 19, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, April 22, 2026 | ASSIGNED TO EXAMINER |
| Monday, April 27, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 20, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 26, 2026 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 26, 2026 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 21, 2026 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |