USPTO serial 97846155
FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP)
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Mar 11, 2025
- Examiner
- NEPTUNE, EVONNE MARIE
- 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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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Amy J. Tindell
Amy J. Tindell HOLLAND & HART LLPP.O. BOX 8749ATTENTION: TRADEMARK DOCKETINGDENVER, CO 80201Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 041 | Educational services, namely, providing training of finance professionals in the field of individual financial advising; Educational services, namely, providing on-line courses for certification of finance professionals in the field of individual financial advising; Educational services, namely, designing, creating and providing on-line courses and education programs in the field of finance and awarding certificates in connection therewith | ACTIVE | Aug 14, 2024 |
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 CFI Education Inc.
- Other trademarks owned by CFI Education Inc.
- Other trademarks owned by CFI Education Inc.
- Other trademarks in Class 041
- Similar marks named FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP)
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 27, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 27, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Aug 27, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 27, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Aug 27, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 11, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Mar 11, 2025 | 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. |
| Feb 20, 2025 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Feb 20, 2025 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Feb 1, 2025 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 1, 2025 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Nov 18, 2024 | IUAF | USE AMENDMENT FILED | — |
| Nov 18, 2024 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| May 21, 2024 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Mar 26, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 26, 2024 | 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. |
| Mar 6, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 6, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 19, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 15, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 15, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 15, 2024 | 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. |
| Dec 20, 2023 | 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. |
| Dec 20, 2023 | 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. |
| Dec 20, 2023 | 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. |
| Dec 14, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 10, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 22, 2023 | NWAP | NEW APPLICATION ENTERED | — |