PGWTA
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
- 99557633
- Mark type
- Stylized text
- Filed
- 19 Dec 2025
- Attorney of record
- Keith W. Medansky
Goods and services
- Goods and services: Providing services 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 areas
Owner
- The College for Financial Planning Institutes Corporation, Fort Lauderdale, GA, US
Prosecution history
- 19 Dec 2025 — APPLICATION FILING RECEIPT MAILED
- 19 Dec 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 19 Dec 2025 — NEW APPLICATION ENTERED