WMI WEALTH MANAGEMENT INSTITUTE Trademark

Trademark Overview


On Wednesday, September 8, 2021, a trademark application was filed for WMI WEALTH MANAGEMENT INSTITUTE with the United States Patent and Trademark Office. The USPTO has given the WMI WEALTH MANAGEMENT INSTITUTE trademark a serial number of 79324021. The federal status of this trademark filing is REGISTERED as of Tuesday, August 29, 2023. This trademark is owned by WEALTH MANAGEMENT INSTITUTE LIMITED. The WMI WEALTH MANAGEMENT INSTITUTE trademark is filed in the Education & Entertainment Services category with the following description:

Academies namely providing academic educational programs in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; arranging and conducting of colloquiums in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; arranging and conducting of conferences in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; arranging and conducting of seminars in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services...
wmi wealth management institute

General Information


Serial Number79324021
Word MarkWMI WEALTH MANAGEMENT INSTITUTE
Filing DateWednesday, September 8, 2021
Status700 - REGISTERED
Status DateTuesday, August 29, 2023
Registration Number7147344
Registration DateTuesday, August 29, 2023
Mark Drawing5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form
Published for Opposition DateTuesday, June 13, 2023

Trademark Statements


Goods and ServicesAcademies namely providing academic educational programs in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; arranging and conducting of colloquiums in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; arranging and conducting of conferences in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; arranging and conducting of seminars in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; arranging and conducting of symposiums in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; arranging and conducting of training workshops in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; educational services namely conducting classes in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; education information regarding training, workshops, courses of instructions, classes in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; organisation of exhibitions for cultural or educational purposes; providing online electronic publications namely publication of texts in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry, not downloadable; publication of books; publishing of newsletters in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; publication of journals; publication of magazines; publication of educational materials namely texts, books, journals, newsletters in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; publication of educational texts; on-line publication of electronic books and journals; teaching in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; production of audio-visual presentations; library services; electronic library services; social club services, namely, arranging, organizing, and hosting social events, get-togethers, and parties for club members for discussions in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; provision of information relating to education; provision of information relating to publishing; provision of information relating to training in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; consultancy services relating to education; consultancy services relating to training in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry; advisory services relating to education; advisory services relating to publishing; advisory services relating to training in the field of wealth management, asset management, family office, private banking, ethics, compliance, risk management and governance, trust services, ESG and sustainable finance in relation to financial services industry
Description of MarkThe mark consists of the stylized letters "W" in blue, "M" in gray and "I" in orange, over the wording "WEALTH" in blue, "MANAGEMENT" in gray, and "INSTITUTE" in orange, all on a dark blue background.
Indication of Colors claimedThe color(s) blue, gray, orange and dark blue is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text"WEALTH MANAGEMENT INSTITUTE"

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, October 29, 2021
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameWEALTH MANAGEMENT INSTITUTE LIMITED
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressSG

Party NameWEALTH MANAGEMENT INSTITUTE LIMITED
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressSG

Party NameWEALTH MANAGEMENT INSTITUTE LIMITED
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressSG

Trademark Events


Event DateEvent Description
Monday, December 18, 2023FINAL DECISION TRANSACTION PROCESSED BY IB
Wednesday, November 29, 2023FINAL DISPOSITION NOTICE SENT TO IB
Wednesday, November 29, 2023FINAL DISPOSITION PROCESSED
Wednesday, November 29, 2023FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
Tuesday, August 29, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, August 29, 2023REGISTERED-PRINCIPAL REGISTER
Monday, June 12, 2023NOTIFICATION PROCESSED BY IB
Tuesday, June 13, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 13, 2023PUBLISHED FOR OPPOSITION
Wednesday, May 24, 2023NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
Wednesday, May 24, 2023NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB
Wednesday, May 24, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, May 10, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, May 8, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, May 8, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 8, 2023TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, April 18, 2023NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB
Wednesday, March 29, 2023NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
Wednesday, March 29, 2023NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB
Friday, March 3, 2023NOTIFICATION OF FINAL REFUSAL EMAILED
Friday, March 3, 2023FINAL REFUSAL E-MAILED
Friday, March 3, 2023FINAL REFUSAL WRITTEN
Tuesday, February 28, 2023ASSIGNED TO EXAMINER
Thursday, August 18, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, August 18, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, August 18, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, July 19, 2022REFUSAL PROCESSED BY IB
Thursday, June 30, 2022NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
Thursday, June 30, 2022REFUSAL PROCESSED BY MPU
Thursday, June 16, 2022NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
Wednesday, June 15, 2022NON-FINAL ACTION WRITTEN
Monday, June 13, 2022ASSIGNED TO EXAMINER
Tuesday, November 2, 2021APPLICATION FILING RECEIPT MAILED
Friday, October 29, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 28, 2021SN ASSIGNED FOR SECT 66A APPL FROM IB