CERTIFIED WEALTH PLANNING ADVISOR

Serial Number 99011281
645

Registration Progress

Application Filed
Jan 17, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Attorney Assistance

Final Refusal E-Mailed
Due: Jan 25, 2026 40 days

Trademark Image

CERTIFIED WEALTH PLANNING ADVISOR

Basic Information

Serial Number
99011281
Filing Date
January 17, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
645
Status Date
Oct 25, 2025
Application
Pending
Classes
016 041

Rights Holder

Southern California Institute

16
Address
6256 Greenwich Drive, Suite 250
San Diego, CA 92122

Ownership History

Southern California Institute

Original Applicant
16
San Diego, CA

Legal Representation

Attorney
Maria Johnson

USPTO Deadlines

Next Deadline
40 days remaining
Final Refusal E-Mailed
Due Date
January 25, 2026
Extension Available
Until April 25, 2026

Application History

12 events
Date Code Type Description Documents
Oct 25, 2025 GNFN O NOTIFICATION OF FINAL REFUSAL EMAILED Loading...
Oct 25, 2025 GNFR O FINAL REFUSAL E-MAILED Loading...
Oct 25, 2025 CNFR R FINAL REFUSAL WRITTEN Loading...
Oct 2, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Oct 2, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Oct 2, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Jul 2, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Jul 2, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Jul 2, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jun 30, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Jan 18, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jan 18, 2025 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 016
Printed books, pamphlets, brochures in the field of financial planning, investments, trust funds, and retirement plans
Class 041
Educational services, namely, providing training for certification} in the field of {specify specific field of wealth strategies planning; Arranging and conducting professional workshop and training courses in the field of wealth strategies planning; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of business, and succession planning strategies; Wealth management and strategies planning education services, namely, providing non-downloadable seminars in the field of real estate, business, and wealth strategies planning; Educational services, namely, providing live and online classes, seminars, workshops, and non-downloadable webinars in the field of business, and wealth strategies planning

Classification

International Classes
016 041

Disclaimers

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