INVESTMENTS & WEALTH INSTITUTE

Serial Number 98175250
Registration 7526865
700

Registration Progress

Application Filed
Sep 12, 2023
Under Examination
Approved for Publication
Jul 23, 2024
Published for Opposition
Jul 23, 2024
Registered
Oct 8, 2024

Trademark Image

INVESTMENTS & WEALTH INSTITUTE

Basic Information

Serial Number
98175250
Registration Number
7526865
Filing Date
September 12, 2023
Registration Date
October 8, 2024
Published for Opposition
July 23, 2024
Drawing Code
3

Status Summary

Current Status
Active
Status Code
700
Status Date
Oct 8, 2024
Registration
Registered
Classes
042

Rights Holder

Investment Management Consultants Association

03
Address
5619 DTC Pkwy, Ste 600
Greenwood Village, CO 80111

Ownership History

Investment Management Consultants Association

Original Applicant
03
Greenwood Village, CO

Investment Management Consultants Association

Owner at Publication
03
Greenwood Village, CO

Investment Management Consultants Association

Original Registrant
03
Greenwood Village, CO

Legal Representation

Attorney
Sabrina C Stavish

USPTO Deadlines

Next Deadline
1911 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2024-10-08)
Due Date
October 08, 2030
Grace Period Ends
April 08, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

22 events
Date Code Type Description Documents
Oct 8, 2024 NRCC E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Oct 8, 2024 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Jul 23, 2024 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Jul 23, 2024 PUBO A PUBLISHED FOR OPPOSITION Loading...
Jul 3, 2024 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Jun 20, 2024 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
May 23, 2024 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
May 23, 2024 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
May 23, 2024 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Feb 24, 2024 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Feb 24, 2024 GNRT O NON-FINAL ACTION E-MAILED Loading...
Feb 24, 2024 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jan 26, 2024 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Jan 26, 2024 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Jan 26, 2024 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Dec 14, 2023 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Dec 14, 2023 GNRT F NON-FINAL ACTION E-MAILED Loading...
Dec 14, 2023 CNRT R NON-FINAL ACTION WRITTEN Loading...
Dec 13, 2023 DOCK D ASSIGNED TO EXAMINER Loading...
Oct 3, 2023 MDSM E NOTICE OF DESIGN SEARCH CODE E-MAILED Loading...
Oct 2, 2023 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Sep 15, 2023 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

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: 20180100
First Use in Commerce: 20180100

Additional Information

Design Mark
The mark consists of the vertically stacked words INVESTMENTS, & WEALTH, and INSTITUTE next to three hexagons in a triangle formation with a line under the bottom two hexagons.
Color Claim
Color is not claimed as a feature of the mark.
Pseudo Mark
INVESTMENTS AND WEALTH INSTITUTE
Other
as to "INVESTMENTS & WEALTH INSTITUTE" has become distinctive of the goods/services through the applicant's substantially exclusive and continuous use of the mark in commerce that the U.S. Congress may lawfully regulate for at least the five years immediately before the date of this statement.

Classification

International Classes
042

Disclaimers

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