Certified Wealth Consultant Trademark Details
Word Mark | Certified Wealth Consultant |
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Status | Alive Registered 700 — Registered |
Current Owner
Serial Number | 77354140 |
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Registration Number | 3815887 |
Status Date | Tuesday, July 6, 2010 |
Filing Date | Tuesday, July 6, 2010 |
Registration Date | Tuesday, July 6, 2010 |
Correspondent
THE HERITAGE INSTITUTE, LLC
THE HERITAGE INSTITUTE, LLC
7724 SE ASPEN SUMMIT DRIVE
SUITE 202
PORTLAND, OR 97070
THE HERITAGE INSTITUTE, LLC
7724 SE ASPEN SUMMIT DRIVE
SUITE 202
PORTLAND, OR 97070
Case File Statements
Certificate Mark Statement | The certification mark, to be used by authorized persons, certifies that the person displaying the mark has completed the education course work requirements and work experience requirements of the certifier, has completed examinations administered by the certifier in satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, continuing education and other post-certification requirements. |
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Disclaimer with Predetermined Text | "Wealth" |
Goods & Services | Educational Services, namely, conducting seminars, workshops, continuing education classes in the field of estate, financial, retirement and tax planning relating to specific issues of the affluent and distributing seminars in written and computerized form |
Classifications
International Class Codes | |
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U.S. Class Codes | B |
Status | 6 — Active |
Status Date | Thursday, June 12, 2008 |
First Use Anywhere | Monday, December 1, 2003 |
First Use In Commerce | Monday, December 1, 2003 |
Primary Code | B |
Trademark Timeline
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Dec 01 2003First use anywhere for the mark
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Dec 01 2003First use in commerce for the mark
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Dec 17 2007Trademark application filed with USPTO
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Dec 20 2007New Application Entered In Tram
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Mar 24 2008Assigned To Examiner
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Mar 25 2008Notification of Non-Final Action E-Mailed
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Mar 25 2008Non-Final Action E-Mailed
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Mar 25 2008Non-Final Action Written
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Jun 12 2008Teas/email Correspondence Entered
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Jun 12 2008Correspondence Received In Law Office
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Jun 12 2008Teas Response To Office Action Received
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Jun 27 2008Notification of Non-Final Action E-Mailed
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Jun 27 2008Non-Final Action E-Mailed
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Jun 27 2008Non-Final Action Written
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Dec 24 2008Teas Response To Office Action Received
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Jan 08 2009Teas/email Correspondence Entered
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Jan 08 2009Correspondence Received In Law Office
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Jan 08 2009Assigned To Lie
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Jan 28 2009Notification of Non-Final Action E-Mailed
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Jan 28 2009Non-Final Action E-Mailed
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Jan 28 2009Non-Final Action Written
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Aug 27 2009Abandonment Notice Mailed - Failure To Respond
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Aug 27 2009Abandonment - Failure To Respond Or Late Response
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Sep 15 2009Teas Response To Office Action Received
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Sep 15 2009Petition To Revive-Granted
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Sep 15 2009Teas Petition To Revive Received
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Sep 18 2009Assigned To Lie
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Sep 21 2009Teas/email Correspondence Entered
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Sep 21 2009Correspondence Received In Law Office
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Oct 19 2009Notification of Final Refusal Emailed
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Oct 19 2009Final Refusal E-Mailed
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Oct 19 2009Final Refusal Written
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Apr 19 2010Teas Request For Reconsideration Received
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May 07 2010Teas/email Correspondence Entered
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May 07 2010Correspondence Received In Law Office
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May 07 2010Assigned To Lie
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May 14 2010Data Modification Completed
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May 28 2010Approved For Registration Supplemental Register
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Jun 01 2010Law Office Publication Review Completed
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Jul 06 2010Registered-Supplemental Register
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Jul 06 2010Trademark officially registered with the USPTO
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Jul 06 2015Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed