tm logo
INVESTMENTS & WEALTH INSTITUTE
Live/Registered
SECTION 8-ACCEPTED

accepted

on 28 Jul 2023

Last Applicant/ Owned by

Suite 500

Greenwood Village

CO

80111

Serial Number

87350581 filed on 27th Feb 2017

Registration Number

5403614 registered on 13th Feb 2018

in the Supplemental Register

Correspondent Address

Sabrina C. Stavish

Sabrina C. Stavish

1560 BROADWAY, SUITE 1200

DENVER CO 80202

Filing Basis

1. intent to use

2. amended to use application

3. use application currently

Disclaimer

NO DATA

INVESTMENTS & WEALTH INSTITUTE

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, dev Read More

Classification Information


Class [035]
Advertising, Business & Retail Services


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


First Use Date in General

16th Oct 2017

First Use Date in Commerce

16th Oct 2017

Class [041]
Education and Entertainment 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, developing, arranging, and conducting conferences and programs providing information in the field of wealth management; education services, namely, distribution of educational materials in the field of wealth management


First Use Date in General

16th Oct 2017

First Use Date in Commerce

16th Oct 2017

Class [042]
Computer & Software Services & Scientific Services


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


First Use Date in General

16th Oct 2017

First Use Date in Commerce

16th Oct 2017

Specimens


INVESTMENTS & WEALTH INSTITUTE specimenINVESTMENTS & WEALTH INSTITUTE specimenINVESTMENTS & WEALTH INSTITUTE specimen

Mark Details


Serial Number

No 87350581

Mark Type

No Service Mark

Attorney Docket Number

No 5743-45

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
28th Jul 2023NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
28th Jul 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED
28th Jul 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
15th Feb 2023TEAS SECTION 8 RECEIVED
13th Feb 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
13th Feb 2018REGISTERED-SUPPLEMENTAL REGISTER
11th Jan 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
04th Jan 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
27th Dec 2017EXAMINER'S AMENDMENT ENTERED
27th Dec 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED