WMS WEALTH MANAGEMENT SPECIALIST Trademark
Trademark Overview
On Friday, October 2, 2020, a trademark application was filed for WMS WEALTH MANAGEMENT SPECIALIST with the United States Patent and Trademark Office. The USPTO has given the WMS WEALTH MANAGEMENT SPECIALIST trademark a serial number of 90231960. The federal status of this trademark filing is REGISTERED as of Tuesday, July 6, 2021. This trademark is owned by The College for Financial Planning Institutes Corporation. The WMS WEALTH MANAGEMENT SPECIALIST trademark is filed in the Education & Entertainment Services category with the following description:
Educational services, namely, providing courses, seminars, and workshops in the field of wealth management and financial planning
General Information
| Serial Number | 90231960 |
| Word Mark | WMS WEALTH MANAGEMENT SPECIALIST |
| Filing Date | Friday, October 2, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 6, 2021 |
| Registration Number | 6407925 |
| Registration Date | Tuesday, July 6, 2021 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 20, 2021 |
Trademark Statements
| Disclaimer with Predetermined Text | "WEALTH MANAGEMENT SPECIALIST" |
| Description of Mark | The mark consists of two stylized triangles composed of six diagonal stripes, one above the term "WMS" and one upside down below the term "WMS", all inside of a concentric circle containing the wording "WEALTH MANAGEMENT SPECIALIST" in an arch. The inner circle with the wording and triangles is shaded. |
| Goods and Services | Educational services, namely, providing courses, seminars, and workshops in the field of wealth management and financial planning |
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 | Tuesday, November 17, 2020 |
| Primary Code | 041 |
| First Use Anywhere Date | Wednesday, June 12, 2019 |
| First Use In Commerce Date | Wednesday, June 12, 2019 |
Trademark Owner History
| Party Name | The College for Financial Planning Institutes Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | La Crosse, WI 54601 |
| Party Name | The College for Financial Planning Institutes Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | La Crosse, WI 54601 |
| Party Name | The College for Financial Planning Institutes Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | La Crosse, WI 54601 |
Trademark Events
| Event Date | Event Description |
| Tuesday, July 6, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 20, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 20, 2021 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 31, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 16, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, March 15, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 15, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 15, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 5, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 5, 2021 | NON-FINAL ACTION E-MAILED |
| Friday, March 5, 2021 | NON-FINAL ACTION WRITTEN |
| Monday, March 1, 2021 | ASSIGNED TO EXAMINER |
| Wednesday, November 18, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, November 17, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, October 6, 2020 | NEW APPLICATION ENTERED IN TRAM |
