CERTIFIED WEALTH PLANNING ADVISOR
Live / Registered — Registered (as of 17 Feb 2026)
What this means for you
Registered since 17 Feb 2026. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99011281
- Registration number
- 8147396
- Mark type
- Stylized text
- Filed
- 17 Jan 2025
- Registered
- 17 Feb 2026
- Attorney of record
- Maria Johnson
Goods and services
- Class 016 — Paper goods and printed matter: Printed books, pamphlets, brochures in the field of financial planning, investments, trust funds, and retirement plans
- Class 041 — Education and entertainment services: educational services, namely, providing training for certification in the field of wealth strategies planning; Arranging and conducting professional workshop and training courses in the field of wealth strategies planning; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of business, and succession planning strategies; Wealth management and strategies planning education services, namely, providing non-downloadable seminars in the field of real estate, business, and wealth strategies planning; Educational services, namely, providing live and online classes, seminars, workshops, and non-downloadable webinars in the field of business, and wealth strategies planning
Owner
- Southern California Institute, San Diego, CA, US
- Southern California Institute, San Diego, CA, US
Prosecution history
- 17 Feb 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 17 Feb 2026 — REGISTERED-SUPPLEMENTAL REGISTER
- 26 Jan 2026 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 26 Jan 2026 — USE AMENDMENT ACCEPTED
- 23 Jan 2026 — AMENDMENT TO USE PROCESSING COMPLETE
- 23 Jan 2026 — USE AMENDMENT FILED
- 23 Jan 2026 — TEAS AMENDMENT OF USE RECEIVED
- 23 Jan 2026 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
- 25 Oct 2025 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 25 Oct 2025 — FINAL REFUSAL E-MAILED
- 25 Oct 2025 — FINAL REFUSAL WRITTEN
- 02 Oct 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 02 Oct 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 02 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 02 Jul 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED