Trademark Search  /  CERTIFIED WEALTH PLANNING ADVISOR

CERTIFIED WEALTH PLANNING ADVISOR

● Live · Registered

U.S. federal trademark · Serial No. 99011281 · Reg. No. 8147396

Mark
CERTIFIED WEALTH PLANNING ADVISOR
Status
Registered
Serial Number
99011281
Registration No.
8147396
Filing Date
January 17, 2025
Registration Date
February 17, 2026
Class(es)
Class 016, Class 041

Owners

Southern California Institute
16 · San Diego, CA
Southern California Institute
16 · San Diego, CA

Goods & Services

Printed books, pamphlets, brochures in the field of financial planning, investments, trust funds, and retirement plans

educational services, namely, providing training for certification in the field of wealth strategies planning; Arranging and conducting professional workshop and training courses in the field of wealth strategies planning; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of business, and succession planning strategies; Wealth management and strategies planning education services, namely, providing non-downloadable seminars in the field of real estate, business, and wealth strategies planning; Educational services, namely, providing live and online classes, seminars, workshops, and non-downloadable webinars in the field of business, and wealth strategies planning

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.