TrademarkDir
CW ADVISORS CATALYZING WEALTH
LIVE

Serial Number

98319504

Owner

CW ADVISORS, LLC

Attorney

Becky Troutman

First Use Date

Jan 10, 2024

Filing Date

Dec 18, 2023

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CW ADVISORS CATALYZING WEALTH Trademark

Serial Number: 98319504 • Registration: 8206587

CW ADVISORS CATALYZING WEALTH 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

April 7, 2026

First Use Anywhere

January 10, 2024

First Use in Commerce

January 10, 2024

Published for Opposition

January 14, 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 11, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 14, 2025 NPUB
PUBLISHED FOR OPPOSITION
Jan 14, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 8, 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 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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