accepted
on 28 Jul 2023
Last Applicant/ Owned by
Suite 500
Greenwood Village
CO
80111
Serial Number
87350581 filed on 27th Feb 2017
Registration Number
5403614 registered on 13th Feb 2018
Filing Basis
1. intent to use
2. amended to use application
3. use application currently
Disclaimer
"INSTITUTE"
Education services, namely, training for certification via classes, seminars, conferences, workshops to investment and wealth management professionals in the field of wealth management; educational services, namely, providing classes, seminars, conferences, workshops in the field of wealth management and distribution of educational materials in connection therewith; education services, namely, devRead More
Association services, namely, membership services promoting the interest of investment analysts and investment and wealth management professionals
16th Oct 2017
16th Oct 2017
Education services, namely, training for certification via classes, seminars, conferences, workshops to investment and wealth management professionals in the field of wealth management; educational services, namely, providing classes, seminars, conferences, workshops in the field of wealth management and distribution of educational materials in connection therewith; education services, namely, development and dissemination of printed educational materials in the field of wealth management; education services, namely, providing continuing professional education courses in the field of wealth management; educational services, namely, developing, arranging, and conducting conferences and programs providing information in the field of wealth management; education services, namely, distribution of educational materials in the field of wealth management
16th Oct 2017
16th Oct 2017
Testing, analysis and evaluation of the services of others to determine conformity with certification standards in the field of wealth management for the purpose of certification
16th Oct 2017
16th Oct 2017
No 87350581
No Service Mark
No 5743-45
No
No
No
No
No
No
No
No
| Status Date | Action Taken |
|---|---|
| 28th Jul 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| 28th Jul 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| 28th Jul 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 15th Feb 2023 | TEAS SECTION 8 RECEIVED |
| 13th Feb 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 13th Feb 2018 | REGISTERED-SUPPLEMENTAL REGISTER |
| 11th Jan 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 04th Jan 2018 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 27th Dec 2017 | EXAMINER'S AMENDMENT ENTERED |
| 27th Dec 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
