CW ADVISOR SOLUTIONS

LIVE

Serial Number

98373861

Owner

CW ADVISORS, LLC

Attorney

Becky Troutman

First Use Date

Jan 10, 2024

Filing Date

Jan 24, 2024

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CW ADVISOR SOLUTIONS Trademark

Serial Number: 98373861 • Registration: 8206633

CW ADVISOR SOLUTIONS is a trademark filed by CW ADVISORS, LLC on January 24, 2024. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

CW ADVISORS, LLC (7 trademarks)

155 SEAPORT BLVD
BOSTON, MA 02210

Entity Type: 16

Congress Wealth Management LLC (4 trademarks)

155 Seaport Blvd
Boston, MA 02210

Entity Type: 16

Legal Representation

Attorney of Record

Becky Troutman

453 trademarks filed View all →

Correspondence Address

Becky Troutman Winston & Strawn LLP

101 California Street

San Francisco, CA 94111

United States

Trademark Details

Filing Date

January 24, 2024

Registration Date

April 7, 2026

First Use Anywhere

January 10, 2024

First Use in Commerce

January 10, 2024

Published for Opposition

January 7, 2025

Goods & Services

Investment management; investment consultation; investment of funds for others; wealth management services; financial planning services; financial analysis and consultation; financial planning and investment advisory services provided via a global computer network; providing a website featuring information in the field of wealth management and financial planning.

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Apr 7, 2026 NRCC

REGISTERED-PRINCIPAL REGISTER

Apr 7, 2026 R.PR

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Mar 15, 2026 SUNA

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Mar 15, 2026 CNPR

STATEMENT OF USE PROCESSING COMPLETE

Mar 12, 2026 SUPC

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Mar 11, 2026 AITU

USE AMENDMENT FILED

Sep 4, 2025 IUAF

TEAS STATEMENT OF USE RECEIVED

Sep 4, 2025 EISU

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Mar 4, 2025 NOAM

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jan 7, 2025 NPUB

PUBLISHED FOR OPPOSITION

Jan 7, 2025 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jan 1, 2025 NONP

APPROVED FOR PUB - PRINCIPAL REGISTER

Oct 23, 2024 CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 16, 2024 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 16, 2024 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Oct 16, 2024 TROA

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Oct 14, 2024 EWAF

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 14, 2024 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 14, 2024 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Oct 14, 2024 REAP

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Oct 14, 2024 CHAN

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Oct 14, 2024 COAR

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jul 18, 2024 GNRN

NON-FINAL ACTION E-MAILED

Jul 18, 2024 GNRT

NON-FINAL ACTION WRITTEN

Jul 18, 2024 CNRT

ASSIGNED TO EXAMINER

Jul 18, 2024 DOCK

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Feb 7, 2024 ASGN

NEW APPLICATION ENTERED

Jan 24, 2024 NWAP

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