CERTIFIED PRIVATE WEALTH ANALYST

Serial Number 90040331
Registration 6571085
700

Registration Progress

Application Filed
Jul 7, 2020
Under Examination
Approved for Publication
Published for Opposition
Registered
Nov 23, 2021

Trademark Image

CERTIFIED PRIVATE WEALTH ANALYST

Basic Information

Serial Number
90040331
Registration Number
6571085
Filing Date
July 7, 2020
Registration Date
November 23, 2021
Drawing Code
4000

Status Summary

Current Status
Active
Status Code
700
Status Date
Nov 23, 2021
Registration
Registered
Classes
B

Rights Holder

Investment Management Consultants Association

03
Address
5619 DTC Parkway, Suite 500
Greenwood Village, CO 80111

Ownership History

Investment Management Consultants Association

Original Applicant
03
Greenwood Village, CO

Investment Management Consultants Association

Original Registrant
03
Greenwood Village, CO

Legal Representation

Attorney
Sabrina C Stavish

USPTO Deadlines

Next Deadline
853 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2021-11-23)
Due Date
November 23, 2027
Grace Period Ends
May 23, 2028
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

18 events
Date Code Type Description Documents
Nov 23, 2021 R.SR A REGISTERED-SUPPLEMENTAL REGISTER Loading...
Oct 19, 2021 AAUA E NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED Loading...
Oct 18, 2021 IUAA P USE AMENDMENT ACCEPTED Loading...
Oct 18, 2021 CNTA O APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER Loading...
Oct 18, 2021 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED Loading...
Jun 25, 2021 IUAF S USE AMENDMENT FILED Loading...
Jun 25, 2021 AUPC I AMENDMENT TO USE PROCESSING COMPLETE Loading...
Jun 24, 2021 ALIE A ASSIGNED TO LIE Loading...
Apr 14, 2021 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Apr 14, 2021 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Apr 14, 2021 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Apr 14, 2021 EAAU I TEAS AMENDMENT OF USE RECEIVED Loading...
Nov 18, 2020 CNRT R NON-FINAL ACTION WRITTEN Loading...
Nov 18, 2020 GNRT F NON-FINAL ACTION E-MAILED Loading...
Nov 18, 2020 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Oct 14, 2020 DOCK D ASSIGNED TO EXAMINER Loading...
Aug 4, 2020 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jul 10, 2020 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class B
Financial services, namely, investment, insurance, wealth management, and estate planning services
First Use Anywhere: 20210300
First Use in Commerce: 20210300

Additional Information

Other
The certification mark, as used by persons authorized by the certifier, certifies that those persons meet a specific level of education, professional competence and experience and successful completion of an examination administered by the certifier.

Classification

International Classes
B