THE WEALTHY CLIENT PIPELINE Trademark

Trademark Overview


On Wednesday, January 2, 2019, a trademark application was filed for THE WEALTHY CLIENT PIPELINE with the United States Patent and Trademark Office. The USPTO has given the THE WEALTHY CLIENT PIPELINE trademark a serial number of 88247587. The federal status of this trademark filing is REGISTERED as of Tuesday, March 17, 2020. This trademark is owned by CEG Worldwide, LLC. The THE WEALTHY CLIENT PIPELINE trademark is filed in the Advertising, Business and Retail Services and Education & Entertainment Services categories with the following description:

Educational services, namely, arranging and providing educational conferences and seminars in the field of financial advisor business development, offered to financial advisory institutions and delivered in person or via the internet; coaching services in the field of financial advisor business development in person, via phone calls or via the Internet and meetings offered to individual financial advisors and financial advisory institutions and delivered in person or via the internet

Referral assistance, namely, providing referrals in the field of financial advisor business development, offered to individual financial advisors and financial advisory institutions and delivered in person or via the internet
the wealthy client pipeline

General Information


Serial Number88247587
Word MarkTHE WEALTHY CLIENT PIPELINE
Filing DateWednesday, January 2, 2019
Status700 - REGISTERED
Status DateTuesday, March 17, 2020
Registration Number6014674
Registration DateTuesday, March 17, 2020
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 21, 2019

Trademark Statements


Goods and ServicesEducational services, namely, arranging and providing educational conferences and seminars in the field of financial advisor business development, offered to financial advisory institutions and delivered in person or via the internet; coaching services in the field of financial advisor business development in person, via phone calls or via the Internet and meetings offered to individual financial advisors and financial advisory institutions and delivered in person or via the internet
Goods and ServicesReferral assistance, namely, providing referrals in the field of financial advisor business development, offered to individual financial advisors and financial advisory institutions and delivered in person or via the internet

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, March 22, 2019
Primary Code035
First Use Anywhere DateSaturday, March 31, 2018
First Use In Commerce DateSaturday, March 31, 2018

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, January 24, 2019
Primary Code041
First Use Anywhere DateSaturday, March 31, 2018
First Use In Commerce DateSaturday, March 31, 2018

Trademark Owner History


Party NameCEG Worldwide, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSan Martin, CA 95046

Party NameCEG Worldwide, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSan Martin, CA 95046

Party NameCEG Worldwide, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Martin, CA 95046

Trademark Events


Event DateEvent Description
Saturday, January 5, 2019NEW APPLICATION ENTERED
Thursday, January 24, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 19, 2019ASSIGNED TO EXAMINER
Sunday, March 24, 2019EXAMINERS AMENDMENT -WRITTEN
Sunday, March 24, 2019EXAMINERS AMENDMENT E-MAILED
Sunday, March 24, 2019NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Sunday, March 24, 2019EXAMINER'S AMENDMENT ENTERED
Sunday, March 24, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, April 12, 2019ASSIGNED TO LIE
Wednesday, May 1, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 21, 2019PUBLISHED FOR OPPOSITION
Tuesday, May 21, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 16, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, January 16, 2020TEAS STATEMENT OF USE RECEIVED
Thursday, January 16, 2020SOU TEAS EXTENSION RECEIVED
Thursday, January 16, 2020SOU EXTENSION 1 FILED
Thursday, January 16, 2020USE AMENDMENT FILED
Tuesday, January 21, 2020CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, January 21, 2020SOU EXTENSION 1 GRANTED
Tuesday, January 21, 2020STATEMENT OF USE PROCESSING COMPLETE
Wednesday, January 22, 2020NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, February 10, 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, February 11, 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, March 17, 2020REGISTERED-PRINCIPAL REGISTER
Monday, March 17, 2025COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, September 22, 2025TEAS SECTION 8 & 15 RECEIVED