CERTIFIED WEALTH PLANNING ADVISOR Trademark

Serial Number: 99011281 • Registration: 8147396

CERTIFIED WEALTH PLANNING ADVISOR is a trademark filed by Southern California Institute on January 17, 2025. The trademark is classified under Class 41 (Education & Entertainment), Class 16 (Paper Goods). The application is currently registered and active.

Trademark Classes

Class 41 - Education & Entertainment

Education; providing of training; entertainment; sporting and cultural activities

Class 16 - Paper Goods

Paper and cardboard; printed matter; bookbinding material; photographs; stationery

Owner Contact Info

Southern California Institute (9 trademarks)

6256 Greenwich Drive, Suite 250
San Diego, CA 92122

Entity Type: 16

Legal Representation

Attorney of Record

Maria Johnson

1,536 trademarks filed View all →

Correspondence Address

Maria Johnson De Novo Legal, PC

1903 Wright Place, Suite 360

Carlsbad, CA 92008

United States

Trademark Details

Filing Date

January 17, 2025

Registration Date

February 17, 2026

First Use Anywhere

December 1, 2023

First Use in Commerce

March 4, 2024

Goods & Services

Printed books, pamphlets, brochures in the field of financial planning, investments, trust funds, and retirement plans

educational services, namely, providing training for certification in the 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