PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR
Live / Applied — New application — not yet assigned to an examiner (as of 19 Dec 2025)
What this means for you
Not registered yet, but its 19 Dec 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99557629
- Mark type
- Design + words
- Filed
- 19 Dec 2025
- Attorney of record
- Keith W. Medansky
Goods and services
- Class 041 — Education and entertainment services: Educational services, namely, providing courses of instruction, training, workshops, seminars, conferences, continuing education, and professional development programs in the fields of generational wealth transfer planning, estate and trust planning, family wealth succession planning, philanthropic planning, tax-efficient wealth transfer strategies, family governance, and related financial planning topics, and dissemination of educational materials, namely, books, flashcards, study guides, handouts, and lectures in connection therewith
Owner
- The College for Financial Planning Institutes Corporation, Fort Lauderdale, FL, US
Prosecution history
- 19 Dec 2025 — APPLICATION FILING RECEIPT MAILED
- 19 Dec 2025 — NEW APPLICATION ENTERED