PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR Trademark

Serial Number: 99557629

PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR is a trademark filed by The College for Financial Planning Institutes Corporation on December 19, 2025. The trademark is classified under Class 41 (Education & Entertainment). The application is currently pending registration.

Trademark Classes

Class 41 - Education & Entertainment

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

Owner Contact Info

The College for Financial Planning Institutes Corporation

1515 West Cypress Creek Road
Fort Lauderdale, FL 33309

Entity Type: 03

Legal Representation

Attorney of Record

Keith W. Medansky

2,995 trademarks filed View all →

Correspondence Address

Keith W. Medansky DLA Piper LLP (US)

444 West Lake Street, Suite 900

Chicago, IL 60606

United States

Trademark Details

Filing Date

December 19, 2025

Registration Date

Not Registered

Published for Opposition

May 26, 2026

Goods & Services

Educational services, namely, providing courses of instruction, training, workshops, seminars, conferences, continuing education, and professional development programs in the fields of generational wealth transfer planning, estate and trust planning, family wealth succession planning, philanthropic planning, tax-efficient wealth transfer strategies, family governance, and related financial planning topics, and dissemination of educational materials, namely, books, flashcards, study guides, handouts, and lectures in connection therewith