USPTO serial 87350581
INVESTMENTS & WEALTH INSTITUTE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 13, 2018
- Examiner
- BILLINGS, JOHN T
- Law office
- TMO LAW OFFICE 113
What this means
Status 701 means the registration is active and the first Section 8 declaration of continued use was accepted. The next major deadline is the combined Section 8 and Section 9 filing at the 10-year anniversary. Calendar the 10-year Section 8 and 9 combined renewal.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Sabrina C. Stavish
Sabrina C. Stavish SHERIDAN ROSS P.C.1560 BROADWAY, SUITE 1200DENVER, CO 80202UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Association services, namely, membership services promoting the interest of investment analysts and investment and wealth management professionals | ACTIVE | Oct 16, 2017 |
| 041 | Education services, namely, training for certification via classes, seminars, conferences, workshops to investment and wealth management professionals in the field of wealth management; educational services, namely, providing classes, seminars, conferences, workshops in the field of wealth management and distribution of educational materials in connection therewith; education services, namely, development and dissemination of printed educational materials in the field of wealth management; education services, namely, providing continuing professional education courses in the field of wealth management; educational services, namely, developing, arranging, and conducting conferences and programs providing information in the field of wealth management; education services, namely, distribution of educational materials in the field of wealth management | ACTIVE | Oct 16, 2017 |
| 042 | Testing, analysis and evaluation of the services of others to determine conformity with certification standards in the field of wealth management for the purpose of certification | ACTIVE | Oct 16, 2017 |
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 Investment Management Consultants Association
- Other trademarks owned by Investment Management Consultants Association
- Other trademarks in Class 035
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named INVESTMENTS & WEALTH INSTITUTE
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 28, 2023 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jul 28, 2023 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Jul 28, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 15, 2023 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Feb 13, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Feb 13, 2018 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Jan 11, 2018 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jan 4, 2018 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Dec 27, 2017 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Dec 27, 2017 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Dec 27, 2017 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Dec 27, 2017 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Dec 12, 2017 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Dec 11, 2017 | IUAA | USE AMENDMENT ACCEPTED | — |
| Dec 8, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 8, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 7, 2017 | ALIE | ASSIGNED TO LIE | — |
| Nov 29, 2017 | 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. |
| Nov 29, 2017 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Nov 29, 2017 | IUAF | USE AMENDMENT FILED | — |
| Nov 28, 2017 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| May 30, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | 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. |
| May 30, 2017 | GNRT | NON-FINAL ACTION E-MAILED | 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. |
| May 30, 2017 | 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. |
| May 23, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 7, 2017 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Mar 6, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 2, 2017 | NWAP | NEW APPLICATION ENTERED | — |