TrademarkDir
CW ADVISORS
LIVE

Serial Number

98319513

Owner

CW ADVISORS, LLC

Attorney

Becky L. Troutman

First Use Date

Jan 10, 2024

Filing Date

Dec 18, 2023

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CW ADVISORS Trademark

Serial Number: 98319513 • Registration: 7884005

CW ADVISORS is a trademark filed by CW ADVISORS, LLC on December 18, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

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

Trademark Details

Filing Date

December 18, 2023

Registration Date

August 5, 2025

First Use Anywhere

January 10, 2024

First Use in Commerce

January 10, 2024

Published for Opposition

August 27, 2024

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
Aug 5, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Aug 5, 2025 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jul 16, 2025 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jul 16, 2025 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jul 10, 2025 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jul 10, 2025 AITU
USE AMENDMENT FILED
Apr 1, 2025 IUAF
TEAS STATEMENT OF USE RECEIVED
Apr 1, 2025 EISU
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Mar 28, 2025 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 28, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 28, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 28, 2025 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Mar 28, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Mar 28, 2025 COAR
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Oct 22, 2024 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Aug 27, 2024 NPUB
PUBLISHED FOR OPPOSITION
Aug 27, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Aug 7, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jul 18, 2024 CNSA
ASSIGNED TO EXAMINER
Jul 16, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 26, 2024 NWOS
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 7, 2024 ASGN
NEW APPLICATION ENTERED
Dec 18, 2023 NWAP

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