| Serial Number | 86185110 |
| Word Mark | WEALTH DESIGNED. LIFE DEFINED. |
| Filing Date | Wednesday, February 5, 2014 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Tuesday, October 17, 2023 |
| Registration Number | 4597093 |
| Registration Date | Tuesday, September 2, 2014 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 17, 2014 |
| Goods and Services | Financial services, namely, financial planning, investment management, financial risk management, and estate planning services |
| Goods and Services | [ Tax planning services ] |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | B - Sec. 8 - Class(es) in a Multiple Class registration |
| Class Status Date | Monday, April 27, 2020 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, October 31, 2013 |
| First Use In Commerce Date | Thursday, January 30, 2014 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, February 18, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 31, 2013 |
| First Use In Commerce Date | Thursday, January 30, 2014 |
| Party Name | CWM, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Omaha, NE 68154 |
| Party Name | CWM, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Omaha, NE 68154 |
| Party Name | CWM, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Omaha, NE 68154 |
| Event Date | Event Description |
| Tuesday, October 17, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Tuesday, October 17, 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Tuesday, October 17, 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Tuesday, September 26, 2023 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, September 2, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, April 27, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, April 27, 2020 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, April 27, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, March 3, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, September 2, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, September 2, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 17, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 17, 2014 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 28, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 13, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, May 12, 2014 | ASSIGNED TO EXAMINER |
| Tuesday, February 18, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, February 8, 2014 | NEW APPLICATION ENTERED |