USPTO serial 79324021
WMI WEALTH MANAGEMENT INSTITUTE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 29, 2023
- Examiner
- VERHOSEK, WILLIAM T
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Current trademark owner
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File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Xiaofang Zhong
244 Fifth Avenue, Suite V284New York, NY 10001UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 041 | 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, 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 | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by WEALTH MANAGEMENT INSTITUTE LIMITED
- Other trademarks owned by WEALTH MANAGEMENT INSTITUTE LIMITED
- Other trademarks owned by WEALTH MANAGEMENT INSTITUTE LIMITED
- Other trademarks in Class 041
- Similar marks named WMI WEALTH MANAGEMENT INSTITUTE
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 18, 2023 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Nov 29, 2023 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Nov 29, 2023 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Nov 29, 2023 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Aug 29, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Aug 29, 2023 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Jun 13, 2023 | GPNX | NOTIFICATION PROCESSED BY IB | — |
| Jun 13, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 13, 2023 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| May 24, 2023 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| May 24, 2023 | OP2R | NOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB | — |
| May 24, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 10, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 8, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 8, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 8, 2023 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Apr 18, 2023 | OPNX | NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB | — |
| Mar 29, 2023 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Mar 29, 2023 | OPNR | NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB | — |
| Mar 3, 2023 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Mar 3, 2023 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Mar 3, 2023 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Feb 28, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 18, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Aug 18, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Aug 18, 2022 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jul 19, 2022 | RFNT | REFUSAL PROCESSED BY IB | — |
| Jun 30, 2022 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Jun 30, 2022 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Jun 16, 2022 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Jun 15, 2022 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 13, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 2, 2021 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Oct 29, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 28, 2021 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |