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BMO WEALTH INSTITUTE
Live/Registered
PARTIAL SECTION 8 & 15 ACCEPTED AND ACKNOWLEDGED

on 17 Sep 2020

Last Applicant/ Owned by

21st Floor, 100 King Street West

Toronto, Ontario

CA

M5X1A1

Serial Number

85879587 filed on 19th Mar 2013

Registration Number

4561137 registered on 01st Jul 2014

in the Principal Register

Correspondent Address

Bart A. Lazar

SEYFARTH SHAW LLP

Suite 8000

233 South Wacker Drive

Chicago IL 60606-6448

Filing Basis

1. intent to use

2. use application currently

Disclaimer

"WEALTH INSTITUTE"

BMO WEALTH INSTITUTE

Banking services; financial services, namely, providing insight and strategy concerning financial decisions and wealth planning, providing information and analysis relating to financial issues in retirement including investment and planning, and financial consultation and analysis; financial management services; investment advisory services; financial advisory services; estate planning services; iRead More

Classification Information


Class [035]
Advertising, Business & Retail Services


[ Tax planning services ]


First Use Date in General

31st Mar 2013

First Use Date in Commerce

31st Mar 2013

Class [036]
Insurance & Financial Services


Banking services; financial services, namely, providing insight and strategy concerning financial decisions and wealth planning, providing information and analysis relating to financial issues in retirement including investment and planning, and financial consultation and analysis; financial management services; investment advisory services; financial advisory services; estate planning services; investment research services; and financial asset management services


First Use Date in General

31st Mar 2013

First Use Date in Commerce

31st Mar 2013

Mark Details


Serial Number

No 85879587

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
17th Sep 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
17th Sep 2020REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
10th Sep 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
29th Jun 2020TEAS SECTION 8 & 15 RECEIVED
01st Jul 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
09th Mar 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
01st Jul 2014REGISTERED-PRINCIPAL REGISTER
29th May 2014NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
28th May 2014LAW OFFICE REGISTRATION REVIEW COMPLETED
19th May 2014ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED