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WEALTH MANAGEMENT CERTIFIED PROFESSIONAL
Live/Registered
SECTION 8-ACCEPTED

accepted

on 26 Jul 2024

Last Applicant/ Owned by

630 Allendale Road

King of Prussia

PA

19406

Serial Number

87145847 filed on 22nd Aug 2016

Registration Number

5414770 registered on 27th Feb 2018

in the Supplemental Register

Correspondent Address

Melissa S. Dillenbeck

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

WEALTH MANAGEMENT CERTIFIED PROFESSIONAL

Educational services, namely, conducting programs, courses, classes, seminars, and conferences for professionals in the fields of financial services, financial planning, wealth management, insurance, and charitable giving and fundraising; offering and administering educational examinations for professionals in the fields of financial services, financial planning, wealth management, insurance, and Read More

Classification Information


Class [041]
Education and Entertainment Services


Educational services, namely, conducting programs, courses, classes, seminars, and conferences for professionals in the fields of financial services, financial planning, wealth management, insurance, and charitable giving and fundraising; offering and administering educational examinations for professionals in the fields of financial services, financial planning, wealth management, insurance, and charitable giving and fundraising


First Use Date in General

06th Dec 2017

First Use Date in Commerce

06th Dec 2017

Mark Details


Serial Number

No 87145847

Mark Type

No Service Mark

Attorney Docket Number

No 522016.5

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
26th Jul 2024NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
26th Jul 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED
26th Jul 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
30th Jan 2024TEAS SECTION 8 RECEIVED
27th Feb 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
23rd Aug 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
23rd Aug 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
23rd Aug 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
27th Feb 2018REGISTERED-SUPPLEMENTAL REGISTER
23rd Jan 2018LAW OFFICE PUBLICATION REVIEW COMPLETED