TrademarkDir
THE WEALTHY CLIENT PIPELINE
LIVE

Serial Number

88247587

Owner

CEG Worldwide, LLC

Attorney

Christopher J. Palermo

First Use Date

Mar 31, 2018

Filing Date

Jan 2, 2019

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THE WEALTHY CLIENT PIPELINE Trademark

Serial Number: 88247587 • Registration: 6014674

THE WEALTHY CLIENT PIPELINE is a trademark filed by CEG Worldwide, LLC on January 2, 2019. The trademark is classified under Class 41 (Education & Entertainment), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

CEG Worldwide, LLC (34 trademarks)

1954 Hayes Lane
San Martin, CA 95046

Entity Type: 16

Trademark Details

Filing Date

January 2, 2019

Registration Date

March 17, 2020

First Use Anywhere

March 31, 2018

First Use in Commerce

March 31, 2018

Published for Opposition

May 21, 2019

Goods & Services

Referral assistance, namely, providing referrals in the field of financial advisor business development, offered to individual financial advisors and financial advisory institutions and delivered in person or via the internet

Educational services, namely, arranging and providing educational conferences and seminars in the field of financial advisor business development, offered to financial advisory institutions and delivered in person or via the internet; coaching services in the field of financial advisor business development in person, via phone calls or via the Internet and meetings offered to individual financial advisors and financial advisory institutions and delivered in person or via the internet

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Dec 26, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Dec 26, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 26, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Sep 22, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 17, 2025 REM1
REGISTERED-PRINCIPAL REGISTER
Mar 17, 2020 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Feb 11, 2020 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Feb 10, 2020 CNPR
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jan 22, 2020 EXRA
STATEMENT OF USE PROCESSING COMPLETE
Jan 21, 2020 SUPC
SOU EXTENSION 1 GRANTED
Jan 21, 2020 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jan 21, 2020 AITU
USE AMENDMENT FILED
Jan 16, 2020 IUAF
SOU EXTENSION 1 FILED
Jan 16, 2020 EXT1
SOU TEAS EXTENSION RECEIVED
Jan 16, 2020 EEXT
TEAS STATEMENT OF USE RECEIVED
Jan 16, 2020 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jul 16, 2019 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 21, 2019 NPUB
PUBLISHED FOR OPPOSITION
May 21, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 1, 2019 NONP
ASSIGNED TO LIE
Apr 12, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 24, 2019 CNSA
EXAMINER'S AMENDMENT ENTERED
Mar 24, 2019 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Mar 24, 2019 GNEN
EXAMINERS AMENDMENT E-MAILED
Mar 24, 2019 GNEA
EXAMINERS AMENDMENT -WRITTEN
Mar 24, 2019 CNEA
ASSIGNED TO EXAMINER
Mar 19, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 24, 2019 NWOS
NEW APPLICATION ENTERED
Jan 5, 2019 NWAP

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