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INVESTMENTS & WEALTH INSTITUTE
Live/Registered
REGISTERED

on 08 Oct 2024

Last Applicant/ Owned by

5619 DTC Pkwy, Ste 600

Greenwood Village

CO

80111

Serial Number

98175250 filed on 12th Sep 2023

Registration Number

7526865 registered on 08th Oct 2024

in the Principal Register

Correspondent Address

Sabrina C Stavish

Sabrina C Stavish SHERIDAN ROSS P.C.

DENVER, CO 80202

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

INVESTMENTS & WEALTH INSTITUTE

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 Association services, namely, promoting the interests of investment analysts and investment and wealth management professionals Education services, namely, training for certification via classes, seminars, conferences, Read More

Classification Information


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

31st Dec 2017

First Use Date in Commerce

31st Dec 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, arranging, and conducting conferences and programs providing information in the field of wealth management and distribution of educational materials in connection therewith


First Use Date in General

31st Dec 2017

First Use Date in Commerce

31st Dec 2017

Class [035]
Advertising, Business & Retail Services


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


First Use Date in General

31st Dec 2017

First Use Date in Commerce

31st Dec 2017

Mark Details


Serial Number

No 98175250

Mark Type

No Service Mark

Attorney Docket Number

No 5743-73

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.05.09 -

Triangles made of geometric figures, objects, humans, plants or animals

26.15.13 -

More than one polygon

26.15.21 -

Polygons that are completely or partially shaded

26.17.10 -

Zig-zag line(s)

26.17.25 -

Other lines, bands or bars

Legal History


Show more

Status DateAction Taken
08th Oct 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
08th Oct 2024REGISTERED-PRINCIPAL REGISTER
23rd Jul 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
23rd Jul 2024PUBLISHED FOR OPPOSITION
03rd Jul 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
20th Jun 2024APPROVED FOR PUB - PRINCIPAL REGISTER
23rd May 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
23rd May 2024TEAS/EMAIL CORRESPONDENCE ENTERED
23rd May 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
24th Feb 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED