CHARTERED WEALTH MANAGER

Live / Registered — Registered and renewed (as of 13 Jan 2024)

What this means for you

Registered since 17 Jun 2014. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 17 Jun 2024).

Record

Serial number
86169370
Registration number
4553651
Mark type
Stylized text
Filed
18 Jan 2014
Registered
17 Jun 2014
Next maintenance due
17 Jun 2024
Attorney of record
George Mentz

Goods and services

  • Class 041 — Education and entertainment services: Educational services, namely, conducting professional development classes, seminars, conferences, and workshops, in the field of wealth management and finance for training and certification of professionals, and distribution of course and educational materials in connection therewith; Educational services, namely, providing on-line classes, seminars, and workshops in the field of wealth management and financial analysis for training and certification of professionals; Educational services, namely, providing continuing professional development and education courses in the field of wealth management and financial analysis for training and certification of professionals

Owner

Prior registrations

Prosecution history

  • 13 Jan 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 13 Jan 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 13 Jan 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 13 Jan 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Jul 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 17 Jun 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 26 Jun 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 26 Jun 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 25 Jun 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 17 Jun 2019 — TEAS SECTION 8 RECEIVED
  • 17 Jun 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 17 Jun 2014 — REGISTERED-SUPPLEMENTAL REGISTER
  • 10 May 2014 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 09 May 2014 — ASSIGNED TO LIE
  • 24 Apr 2014 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

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