THE WEALTHY CLIENT PIPELINE
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 26 Dec 2025)
What this means for you
Registered since 17 Mar 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88247587
- Registration number
- 6014674
- Mark type
- Stylized text
- Filed
- 02 Jan 2019
- Published for opposition
- 21 May 2019
- Registered
- 17 Mar 2020
- Attorney of record
- Christopher J. Palermo
Goods and services
- Class 035 — Advertising and business services: Referral assistance, namely, providing referrals in the field of financial advisor business development, offered to individual financial advisors and financial advisory institutions and delivered in person or via the internet
- Class 041 — Education and entertainment services: Educational services, namely, arranging and providing educational conferences and seminars in the field of financial advisor business development, offered to financial advisory institutions and delivered in person or via the internet; coaching services in the field of financial advisor business development in person, via phone calls or via the Internet and meetings offered to individual financial advisors and financial advisory institutions and delivered in person or via the internet
Owner
- CEG Worldwide, LLC, San Martin, CA, US
- CEG Worldwide, LLC, San Martin, CA, US
- CEG Worldwide, LLC, San Martin, CA, US
Prosecution history
- 26 Dec 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 26 Dec 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 26 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 22 Sept 2025 — TEAS SECTION 8 & 15 RECEIVED
- 17 Mar 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 17 Mar 2020 — REGISTERED-PRINCIPAL REGISTER
- 11 Feb 2020 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 10 Feb 2020 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 22 Jan 2020 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 21 Jan 2020 — STATEMENT OF USE PROCESSING COMPLETE
- 16 Jan 2020 — USE AMENDMENT FILED
- 21 Jan 2020 — SOU EXTENSION 1 GRANTED
- 16 Jan 2020 — SOU EXTENSION 1 FILED
- 21 Jan 2020 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 16 Jan 2020 — SOU TEAS EXTENSION RECEIVED