| Serial Number | 99557633 |
| Word Mark | PGWTA |
| Filing Date | Friday, December 19, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, December 19, 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 |
| Goods and Services | Providing services 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 areas |
| Certification Mark Statement | The certification mark, as intended to be used by persons authorized by the certifier, is intended to certify that the services provided have been performed by persons who have completed the certifier’s educational course work requirements, with said course work relating to services in the field of financial planning, including 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 areas; and who have successfully completed the associated examinations administered by the certifier, have agreed to adhere to the certifier’s standards for professional responsibility, and have satisfied all continuing education requirements as set forth by the certifier. |
| International Class | B - |
| US Class Codes | B |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, December 19, 2025 |
| Primary Code | B |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | The College for Financial Planning Institutes Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Fort Lauderdale, GA 33309 |
| 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 |