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CHARTERED WEALTH MANAGER
Live/Registered
REGISTERED AND RENEWED

on 13 Jan 2024

Last Applicant/ Owned by

1670 F East Cheyenne Mtn Blvd, Box 293

Colorado Springs

CO

80906

Serial Number

86169370 filed on 18th Jan 2014

Registration Number

4553651 registered on 17th Jun 2014

in the Supplemental Register

Correspondent Address

George Mentz

GEORGE MENTZ - ATTY FOR IBS LLC AND AAFM

1670F E. CHEYENNE MOUNTAIN BLVD STE 293

COLORADO SPRINGS,CO 80906

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

CHARTERED WEALTH MANAGER

Educational services, namely, conducting professional development classes, seminars, conferences, and workshops, in the field of wealth management and finance for training and certification of professionals, and distribution of course and educational materials in connection therewith; Educational services, namely, providing on-line classes, seminars, and workshops in the field of wealth managementRead More

Classification Information


Class [041]
Education and Entertainment Services


Educational services, namely, conducting professional development classes, seminars, conferences, and workshops, in the field of wealth management and finance for training and certification of professionals, and distribution of course and educational materials in connection therewith; Educational services, namely, providing on-line classes, seminars, and workshops in the field of wealth management and financial analysis for training and certification of professionals; Educational services, namely, providing continuing professional development and education courses in the field of wealth management and financial analysis for training and certification of professionals


First Use Date in General

01st Jan 1996

First Use Date in Commerce

01st Jan 1996

Specimens


CHARTERED WEALTH MANAGER specimenCHARTERED WEALTH MANAGER specimenCHARTERED WEALTH MANAGER specimenCHARTERED WEALTH MANAGER specimenCHARTERED WEALTH MANAGER specimenCHARTERED WEALTH MANAGER specimenCHARTERED WEALTH MANAGER specimen

Mark Details


Serial Number

No 86169370

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
13th Jan 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
13th Jan 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
13th Jan 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
13th Jan 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
15th Jul 2023TEAS SECTION 8 & 9 RECEIVED
17th Jun 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
26th Jun 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED
26th Jun 2019NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
25th Jun 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
17th Jun 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED