| Serial Number | 99557629 |
| Word Mark | PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR |
| Filing Date | Friday, December 19, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Tuesday, April 28, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Pseudo Mark | PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR |
| NOT AVAILABLE | "PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR" |
| Description of Mark | The 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 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 | 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 | APPLICATION FILING RECEIPT MAILED |
| Monday, April 13, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, April 13, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, April 22, 2026 | ASSIGNED TO EXAMINER |
| Tuesday, April 28, 2026 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, April 28, 2026 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 28, 2026 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 28, 2026 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, April 28, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |