TrademarkDir
INVESTMENTS & WEALTH INSTITUTE
LIVE

Serial Number

98175250

Owner

INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION

Attorney

Sabrina C Stavish

Filing Date

Sep 12, 2023

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INVESTMENTS & WEALTH INSTITUTE Trademark

Serial Number: 98175250 • Registration: 7526865

INVESTMENTS & WEALTH INSTITUTE is a trademark filed by INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION on September 12, 2023. The trademark is classified under Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION (30 trademarks)

SUITE 340, THE KENNEDY CENTER
DENVER, CO 802315514

Entity Type: 03

Trademark Details

Filing Date

September 12, 2023

Registration Date

October 8, 2024

Published for Opposition

July 23, 2024

Goods & Services

Education services, namely, training for certification via classes, seminars, conferences, workshops to investment and wealth management professionals in the field of wealth management; educational services, namely, providing classes, seminars, conferences, workshops in the field of wealth management and distribution of educational materials in connection therewith; education services, namely, development and dissemination of printed educational materials in the field of wealth management; education services, namely, providing continuing professional education courses in the field of wealth management; educational services, namely, arranging, and conducting conferences and programs providing information in the field of wealth management and distribution of educational materials in connection therewith

Association services, namely, promoting the interests of investment analysts and investment and wealth management professionals

Testing, analysis and evaluation of the services of others to determine conformity with certification standards in the field of wealth management for the purpose of certification

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Oct 8, 2024 NRCC
REGISTERED-PRINCIPAL REGISTER
Oct 8, 2024 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 23, 2024 NPUB
PUBLISHED FOR OPPOSITION
Jul 23, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 3, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 20, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 23, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 23, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 23, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 24, 2024 GNRN
NON-FINAL ACTION E-MAILED
Feb 24, 2024 GNRT
NON-FINAL ACTION WRITTEN
Feb 24, 2024 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 26, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 26, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 26, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 14, 2023 GNRN
NON-FINAL ACTION E-MAILED
Dec 14, 2023 GNRT
NON-FINAL ACTION WRITTEN
Dec 14, 2023 CNRT
ASSIGNED TO EXAMINER
Dec 13, 2023 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Oct 3, 2023 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 2, 2023 NWOS
NEW APPLICATION ENTERED
Sep 15, 2023 NWAP

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