THE WALTERS INSTITUTE Trademark

Trademark Overview


On Tuesday, August 30, 2022, a trademark application was filed for THE WALTERS INSTITUTE with the United States Patent and Trademark Office. The USPTO has given the THE WALTERS INSTITUTE trademark a serial number of 97571216. The federal status of this trademark filing is REGISTERED as of Tuesday, January 16, 2024. This trademark is owned by Walters Accounting Group LLC. The THE WALTERS INSTITUTE trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Education services, namely, providing online training programs for advisors in the fields of tax planning, finance, retirement, investment, and insurance, accessible via a website

Providing a website featuring educational information for advisors in the fields of finance, financial retirement planning, investment and insurance
the walters institute

General Information


Serial Number97571216
Word MarkTHE WALTERS INSTITUTE
Filing DateTuesday, August 30, 2022
Status700 - REGISTERED
Status DateTuesday, January 16, 2024
Registration Number7281739
Registration DateTuesday, January 16, 2024
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducation services, namely, providing online training programs for advisors in the fields of tax planning, finance, retirement, investment, and insurance, accessible via a website
Goods and ServicesProviding a website featuring educational information for advisors in the fields of finance, financial retirement planning, investment and insurance
Disclaimer with Predetermined Text"INSTITUTE"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, September 9, 2022
Primary Code036
First Use Anywhere DateTuesday, July 11, 2023
First Use In Commerce DateTuesday, July 11, 2023

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, July 14, 2023
Primary Code041
First Use Anywhere DateTuesday, July 11, 2023
First Use In Commerce DateTuesday, July 11, 2023

Trademark Owner History


Party NameWalters Accounting Group LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressConcord, NC 28025

Party NameWalters Accounting Group LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressConcord, NC 28025

Trademark Events


Event DateEvent Description
Monday, January 22, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 16, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 16, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, January 16, 2024REGISTERED-SUPPLEMENTAL REGISTER
Monday, August 14, 2023APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, August 14, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Sunday, August 13, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Sunday, August 13, 2023TEAS REQUEST FOR RECONSIDERATION RECEIVED
Friday, August 11, 2023NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Thursday, August 10, 2023USE AMENDMENT ACCEPTED
Thursday, August 10, 2023AMENDMENT TO USE PROCESSING COMPLETE
Thursday, August 10, 2023USE AMENDMENT FILED
Wednesday, August 9, 2023TEAS AMENDMENT OF USE RECEIVED
Wednesday, July 19, 2023NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, July 19, 2023FINAL REFUSAL E-MAILED
Wednesday, July 19, 2023FINAL REFUSAL WRITTEN
Friday, July 14, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, July 14, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 14, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, June 22, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, June 22, 2023NON-FINAL ACTION E-MAILED
Thursday, June 22, 2023NON-FINAL ACTION WRITTEN
Thursday, June 15, 2023ASSIGNED TO EXAMINER
Friday, September 9, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 2, 2022NEW APPLICATION ENTERED