INVESTMENTS & WEALTH FOUNDATION

Serial Number 98719298
686

Registration Progress

Application Filed
Aug 27, 2024
Under Examination
Approved for Publication
Jul 1, 2025
Published for Opposition
Jul 1, 2025
Registered

Trademark Image

INVESTMENTS & WEALTH FOUNDATION

Basic Information

Serial Number
98719298
Filing Date
August 27, 2024
Published for Opposition
July 1, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
686
Status Date
Jul 1, 2025
Application
Pending
Classes
036

Rights Holder

Investment Management Consultants Association

03
Address
5619 DTC Parkway, 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

Legal Representation

Attorney
Sabrina C Stavish

USPTO Deadlines

All Deadlines Cleared

All 3 deadline(s) have been cleared by subsequent events. No active deadlines at this time.

Application History

17 events
Date Code Type Description Documents
Jul 1, 2025 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Jul 1, 2025 PUBO A PUBLISHED FOR OPPOSITION Loading...
Jun 25, 2025 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
May 30, 2025 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
May 6, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
May 6, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
May 6, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Apr 30, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Apr 30, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Apr 30, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Mar 13, 2025 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Mar 13, 2025 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Mar 13, 2025 GNEA F EXAMINERS AMENDMENT E-MAILED Loading...
Mar 13, 2025 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Mar 10, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Mar 9, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Aug 27, 2024 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Charitable fundraising; Charitable foundation services, namely, providing financial support to financial professionals for obtaining financial certifications; Providing educational scholarships
First Use Anywhere: 20220500
First Use in Commerce: 20220500

Additional Information

Pseudo Mark
INVESTMENTS AND WEALTH FOUNDATION
Other
AS TO "INVESTMENTS & WEALTH"

Classification

International Classes
036

Disclaimers

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