PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR Trademark

Trademark Overview

On Friday, December 19, 2025, a trademark application was filed for PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR with the United States Patent and Trademark Office. The USPTO has given the PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR trademark a serial number of 99557629. 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 PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR 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
pgwta professional generational wealth transfer advisor

General Information

Serial Number99557629
Word MarkPGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR
Filing DateFriday, December 19, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateFriday, December 19, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Indication of Colors claimedColor is not claimed as a feature of the mark.
Description of MarkThe mark consists of the letters PGWTA in white and in all uppercase inside of a black stylized rectangle over a shorter black rounded rectangle left justified over the wording "Professional Generational Wealth" centered over "Transfer Advisor", all in black lettering.
Goods and ServicesEducational 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

Classification Information

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, December 19, 2025
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameThe College for Financial Planning Institutes Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressFort Lauderdale, FL 33309

Trademark Events

Event DateEvent Description
Friday, December 19, 2025NEW APPLICATION ENTERED
Friday, December 19, 2025APPLICATION FILING RECEIPT MAILED

Related Keywords

transfer advisor wealth generational professional pgwta planning family educational namely related financial governance strategies