INVESTMENTS & WEALTH REVIEW

Serial Number 99076131
Registration 8054109
700

Registration Progress

Application Filed
Mar 10, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered
Dec 2, 2025

Trademark Image

INVESTMENTS & WEALTH REVIEW

Basic Information

Serial Number
99076131
Registration Number
8054109
Filing Date
March 10, 2025
Registration Date
December 2, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Dec 2, 2025
Registration
Registered
Classes
016 041

Rights Holder

INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION

03
Address
5619 DTC Parkway, Suite 600
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 STAVISH

USPTO Deadlines

Next Deadline
2133 days remaining
Section 8 Declaration Due (Supplemental Register) (Based on registration date 20251202)
Due Date
December 02, 2031
Grace Period Ends
June 02, 2032
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

13 events
Date Code Type Description Documents
Dec 2, 2025 NRCS E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Dec 2, 2025 R.SR A REGISTERED-SUPPLEMENTAL REGISTER Loading...
Nov 3, 2025 CNTA O APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER Loading...
Oct 14, 2025 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Oct 13, 2025 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Oct 13, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Aug 18, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Aug 18, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Aug 18, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Aug 11, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Jul 29, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Mar 10, 2025 MAFR O APPLICATION FILING RECEIPT MAILED Loading...
Mar 10, 2025 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 016
Printed journals in the field of investments and wealth management
First Use Anywhere: Mar 6, 2025
First Use in Commerce: Mar 6, 2025
Class 041
Online publication of journals; Providing online non-downloadable journals in the field of investments and wealth management
First Use Anywhere: Mar 1, 2025
First Use in Commerce: Mar 1, 2025

Additional Information

Pseudo Mark
INVESTMENTS AND WEALTH REVIEW

Classification

International Classes
016 041

Disclaimers

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