INVESTMENTS & WEALTH INSTITUTE

Serial Number 87350581
Registration 5403614
701

Registration Progress

Application Filed
Feb 27, 2017
Under Examination
Approved for Publication
Published for Opposition
Registered
Feb 13, 2018

Trademark Image

INVESTMENTS & WEALTH INSTITUTE

Basic Information

Serial Number
87350581
Registration Number
5403614
Filing Date
February 27, 2017
Registration Date
February 13, 2018
Drawing Code
4

Status Summary

Current Status
Active
Status Code
701
Status Date
Jul 28, 2023
Registration
Registered
Classes
035 041 042

Rights Holder

Investment Management Consultants Association

99
Address
5619 DTC Parkway
Suite 500
Greenwood Village, CO 80111

Ownership History

Investment Management Consultants Association

Original Applicant
99
Greenwood Village, CO

Investment Management Consultants Association

Original Registrant
99
Greenwood Village, CO

Legal Representation

Attorney
Sabrina C. Stavish

USPTO Deadlines

Next Deadline
925 days remaining
Section 8 & 9 (10-Year) Renewal Due (Based on registration date 2018-02-13)
Due Date
February 13, 2028
Grace Period Ends
August 13, 2028

Application History

28 events
Date Code Type Description Documents
Jul 28, 2023 NAS8 E NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED Loading...
Jul 28, 2023 8.OK O REGISTERED - SEC. 8 (6-YR) ACCEPTED Loading...
Jul 28, 2023 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Feb 15, 2023 ES8R I TEAS SECTION 8 RECEIVED Loading...
Feb 13, 2023 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Feb 13, 2018 R.SR A REGISTERED-SUPPLEMENTAL REGISTER Loading...
Jan 11, 2018 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED Loading...
Jan 4, 2018 CNTA O APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER Loading...
Dec 27, 2017 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Dec 27, 2017 GNEA O EXAMINERS AMENDMENT E-MAILED Loading...
Dec 27, 2017 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Dec 27, 2017 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Dec 12, 2017 AAUA E NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED Loading...
Dec 11, 2017 IUAA P USE AMENDMENT ACCEPTED Loading...
Dec 8, 2017 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Dec 8, 2017 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Dec 7, 2017 ALIE A ASSIGNED TO LIE Loading...
Nov 29, 2017 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Nov 29, 2017 IUAF S USE AMENDMENT FILED Loading...
Nov 29, 2017 AUPC I AMENDMENT TO USE PROCESSING COMPLETE Loading...
Nov 28, 2017 EAAU I TEAS AMENDMENT OF USE RECEIVED Loading...
May 30, 2017 GNRT F NON-FINAL ACTION E-MAILED Loading...
May 30, 2017 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
May 30, 2017 CNRT R NON-FINAL ACTION WRITTEN Loading...
May 23, 2017 DOCK D ASSIGNED TO EXAMINER Loading...
Mar 7, 2017 MPMK E NOTICE OF PSEUDO MARK E-MAILED Loading...
Mar 6, 2017 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Mar 2, 2017 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 035
Association services, namely, membership services promoting the interest of investment analysts and investment and wealth management professionals
First Use Anywhere: Oct 16, 2017
First Use in Commerce: Oct 16, 2017
Class 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
First Use Anywhere: Oct 16, 2017
First Use in Commerce: Oct 16, 2017
Class 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
First Use Anywhere: Oct 16, 2017
First Use in Commerce: Oct 16, 2017

Additional Information

Pseudo Mark
INVESTMENTS & WEALTH INSTITUTE

Classification

International Classes
035 041 042

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"INSTITUTE"