WMS WEALTH MANAGEMENT SPECIALIST

Serial Number 90231960
Registration 6407925
700

Registration Progress

Application Filed
Oct 2, 2020
Under Examination
Approved for Publication
Apr 20, 2021
Published for Opposition
Apr 20, 2021
Registered
Jul 6, 2021

Trademark Image

WMS WEALTH MANAGEMENT SPECIALIST

Basic Information

Serial Number
90231960
Registration Number
6407925
Filing Date
October 2, 2020
Registration Date
July 6, 2021
Published for Opposition
April 20, 2021
Drawing Code
3

Status Summary

Current Status
Active
Status Code
700
Status Date
Jul 6, 2021
Registration
Registered
Classes
041

Rights Holder

The College for Financial Planning Institutes Corporation

03
Address
332 Front St., S.
La Crosse, WI 54601

Ownership History

The College for Financial Planning Institutes Corporation

Original Applicant
03
La Crosse, WI

The College for Financial Planning Institutes Corporation

Owner at Publication
03
La Crosse, WI

The College for Financial Planning Institutes Corporation

Original Registrant
03
La Crosse, WI

Legal Representation

Attorney
Keith W. Medansky

USPTO Deadlines

Next Deadline
549 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20210706)
Due Date
July 06, 2027
Grace Period Ends
January 06, 2028
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

15 events
Date Code Type Description Documents
Jul 6, 2021 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Apr 20, 2021 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Apr 20, 2021 PUBO A PUBLISHED FOR OPPOSITION Loading...
Mar 31, 2021 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Mar 16, 2021 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Mar 15, 2021 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Mar 15, 2021 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Mar 15, 2021 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Mar 5, 2021 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Mar 5, 2021 GNRT F NON-FINAL ACTION E-MAILED Loading...
Mar 5, 2021 CNRT R NON-FINAL ACTION WRITTEN Loading...
Mar 1, 2021 DOCK D ASSIGNED TO EXAMINER Loading...
Nov 18, 2020 MDSC E NOTICE OF DESIGN SEARCH CODE E-MAILED Loading...
Nov 17, 2020 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Oct 6, 2020 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 041
Educational services, namely, providing courses, seminars, and workshops in the field of wealth management and financial planning
First Use Anywhere: Jun 12, 2019
First Use in Commerce: Jun 12, 2019

Additional Information

Design Mark
The mark consists of two stylized triangles composed of six diagonal stripes, one above the term "WMS" and one upside down below the term "WMS", all inside of a concentric circle containing the wording "WEALTH MANAGEMENT SPECIALIST" in an arch. The inner circle with the wording and triangles is shaded.

Classification

International Classes
041

Disclaimers

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