WEALTH ADVISOR TRAINING Trademark
Trademark Overview
On Thursday, September 7, 2023, a trademark application was filed for WEALTH ADVISOR TRAINING with the United States Patent and Trademark Office. The USPTO has given the WEALTH ADVISOR TRAINING trademark a serial number of 98169149. The federal status of this trademark filing is REGISTERED as of Tuesday, October 29, 2024. This trademark is owned by Wealth Advisor Training, LLC. The WEALTH ADVISOR TRAINING trademark is filed in the Education & Entertainment Services category with the following description:
Providing training, namely, courses, one-on-one instruction, and non-downloadable instructional videos in the field of financial advisor services and distribution of written instructional and training materials in connection therewith
General Information
| Serial Number | 98169149 |
| Word Mark | WEALTH ADVISOR TRAINING |
| Filing Date | Thursday, September 7, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 29, 2024 |
| Registration Number | 7548449 |
| Registration Date | Tuesday, October 29, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 13, 2024 |
Trademark Statements
| Goods and Services | Providing training, namely, courses, one-on-one instruction, and non-downloadable instructional videos in the field of financial advisor services and distribution of written instructional and training materials in connection therewith |
| Description of Mark | The mark consists of a diamond design tilted to the right on its side with a narrow vertical rectangle appearing behind the diamond and two triangles tilted to the left behind the rectangle, with the words "WEALTH ADVISOR" appearing below the design elements in stylized font, and the word "TRAINING" appearing beneath the word "WEALTH ADVISOR" in stylized font. |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH ADVISOR TRAINING" |
Classification Information
| 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, September 29, 2023 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, February 17, 2022 |
| First Use In Commerce Date | Thursday, February 17, 2022 |
Trademark Owner History
| Party Name | Wealth Advisor Training, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pittsburgh, PA 15220 |
| Party Name | Wealth Advisor Training, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pittsburgh, PA 15220 |
| Party Name | Wealth Advisor Training, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Pittsburgh, PA 15220 |
Trademark Events
| Event Date | Event Description |
| Monday, September 11, 2023 | NEW APPLICATION ENTERED |
| Saturday, September 30, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, May 3, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, May 14, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, September 29, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 14, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 14, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, May 31, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, July 3, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 24, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 13, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 13, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 29, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 29, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Friday, May 31, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, May 31, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
