CERTIFIED WEALTH CONSULTANT

Table of contents:

Trademark domain
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certified-wealth-consultant.com
certifiedwealthconsultant.com

The "CERTIFIED WEALTH CONSULTANT" trademark, serial number 78367350 , was filed on 12th of February 2004 with a mark drawing code of 4000 and its transaction date is 78367350. Since 31st of December 2009, the document can be found in the M20 law office in the publication and issue section. The status of the trademark was checked last on 10/29/2005.

The corresponded responsible for this trademark is Heather Wilkinson, located at The Heritage Institute, LLC, Suite 310, 1800 Blankenship Road.

The state or country where the trademark was organized is OR by The Heritage Institute, Llc. The legal entity type behing it is a Limited Partnership, located at 1800 Blankenship Rd., Suite 150, West Linn, OR zip 97068.

GOODS AND/OR SERVICES
International Class - B
U.S. ClassB
Class Status6 - Active
Status Date02/26/2004
Primary CodeB
Goods codes
CS0000Educational services, namely, conducting seminars, workshops, continuing education classes in the field of estate, financial, retirement and tax planning relating to specific issues of the affluent; Distribution of seminars in written and computerized form.
D10000"Certified"
GSB 1Educational Services, namely, conducting seminars, workshops, continuing education classes in the field of estate, financial, retirement and tax planning relating to specific issues of the affluent and distributing seminars in written and computerized form in connection therewith
PROSECUTION HISTORY
DateDescriptionTypeCode
09/19/2004 NON-FINAL ACTION WRITTEN R - Renewal CNRT - NON-FINAL ACTION WRITTEN
11/14/2005 TEAS CHANGE OF CORRESPONDENCE RECEIVED I - Incoming Correspondence TCCA - TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/31/2005 ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND O - Outgoing Correspondence MAB2 - ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
10/29/2005 ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE O - Outgoing Correspondence ABN2 - ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
03/30/2005 NON-FINAL ACTION E-MAILED O - Outgoing Correspondence GNRT - NON-FINAL ACTION E-MAILED
03/30/2005 NON-FINAL ACTION WRITTEN R - Renewal CNRT - NON-FINAL ACTION WRITTEN
03/24/2005 TEAS/EMAIL CORRESPONDENCE ENTERED I - Incoming Correspondence TEME - TEAS/EMAIL CORRESPONDENCE ENTERED
03/17/2005 CORRESPONDENCE RECEIVED IN LAW OFFICE I - Incoming Correspondence CRFA - CORRESPONDENCE RECEIVED IN LAW OFFICE
03/17/2005 TEAS RESPONSE TO OFFICE ACTION RECEIVED I - Incoming Correspondence TROA - TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/19/2004 NON-FINAL ACTION E-MAILED F - First Action GNRT - NON-FINAL ACTION E-MAILED
09/03/2004 ASSIGNED TO EXAMINER D - Assigned to Examiner DOCK - ASSIGNED TO EXAMINER
02/26/2004 NEW APPLICATION ENTERED IN TRAM I - Incoming Correspondence NWAP - NEW APPLICATION ENTERED IN TRAM

The "CERTIFIED WEALTH CONSULTANT" trademark, serial number 77354140 , was filed on 17th of December 2007 with a mark drawing code of 4000 and its transaction date is 77354140. Since 1st of June 2010, the document can be found in the L90 law office in the publication and issue section. The status of this trademark was checked last on 06/01/2010.

The corresponded responsible for this trademark is THE HERITAGE INSTITUTE, LLC, located at THE HERITAGE INSTITUTE, LLC, 7724 SE ASPEN SUMMIT DRIVE, SUITE 202.

The state or country where the trademark was organized is OR by The Heritage Institute, Llc. The legal entity type behing it is a Limited Liability Company, located at 7724 Se Aspen Summit Drive, Portland, OR zip 97070.

GOODS AND/OR SERVICES
International Class - B
U.S. ClassB
Class Status6 - Active
Status Date06/12/2008
First Use Date12/01/2003
First Use in Commerce Date12/01/2003
Primary CodeB
Goods codes
CS0000The certification mark, to be used by authorized persons, certifies that the person displaying the mark has completed the education course work requirements and work experience requirements of the certifier, has completed examinations administered by the certifier in satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, continuing education and other post-certification requirements.
D10000"WEALTH"
GSB 1Educational Services, namely, conducting seminars, workshops, continuing education classes in the field of estate, financial, retirement and tax planning relating to specific issues of the affluent and distributing seminars in written and computerized form
PROSECUTION HISTORY
DateDescriptionTypeCode
06/01/2010 LAW OFFICE PUBLICATION REVIEW COMPLETED O - Outgoing Correspondence PREV - LAW OFFICE PUBLICATION REVIEW COMPLETED
05/28/2010 APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER O - Outgoing Correspondence CNTA - APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
05/14/2010 DATA MODIFICATION COMPLETED I - Incoming Correspondence DMCC - DATA MODIFICATION COMPLETED
05/07/2010 TEAS/EMAIL CORRESPONDENCE ENTERED I - Incoming Correspondence TEME - TEAS/EMAIL CORRESPONDENCE ENTERED
05/07/2010 CORRESPONDENCE RECEIVED IN LAW OFFICE I - Incoming Correspondence CRFA - CORRESPONDENCE RECEIVED IN LAW OFFICE
05/07/2010 ASSIGNED TO LIE A - Allowance for Publication ALIE - ASSIGNED TO LIE
04/19/2010 TEAS REQUEST FOR RECONSIDERATION RECEIVED I - Incoming Correspondence ERFR
10/19/2009 NOTIFICATION OF FINAL REFUSAL EMAILED O - Outgoing Correspondence GNFN
10/19/2009 FINAL REFUSAL E-MAILED O - Outgoing Correspondence GNFR - FINAL REFUSAL E-MAILED
10/19/2009 FINAL REFUSAL WRITTEN R - Renewal CNFR - FINAL REFUSAL WRITTEN
09/21/2009 TEAS/EMAIL CORRESPONDENCE ENTERED I - Incoming Correspondence TEME - TEAS/EMAIL CORRESPONDENCE ENTERED
09/21/2009 CORRESPONDENCE RECEIVED IN LAW OFFICE I - Incoming Correspondence CRFA - CORRESPONDENCE RECEIVED IN LAW OFFICE
09/18/2009 ASSIGNED TO LIE A - Allowance for Publication ALIE - ASSIGNED TO LIE
09/15/2009 TEAS RESPONSE TO OFFICE ACTION RECEIVED I - Incoming Correspondence TROA - TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/15/2009 PETITION TO REVIVE-GRANTED O - Outgoing Correspondence PETG - PETITION TO REVIVE-GRANTED
09/15/2009 TEAS PETITION TO REVIVE RECEIVED I - Incoming Correspondence PROA - TEAS PETITION TO REVIVE RECEIVED
08/27/2009 ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND O - Outgoing Correspondence MAB2 - ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
08/27/2009 ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE O - Outgoing Correspondence ABN2 - ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
01/28/2009 NOTIFICATION OF NON-FINAL ACTION E-MAILED O - Outgoing Correspondence GNRN
01/28/2009 NON-FINAL ACTION E-MAILED O - Outgoing Correspondence GNRT - NON-FINAL ACTION E-MAILED
01/28/2009 NON-FINAL ACTION WRITTEN R - Renewal CNRT - NON-FINAL ACTION WRITTEN
01/08/2009 TEAS/EMAIL CORRESPONDENCE ENTERED I - Incoming Correspondence TEME - TEAS/EMAIL CORRESPONDENCE ENTERED
01/08/2009 CORRESPONDENCE RECEIVED IN LAW OFFICE I - Incoming Correspondence CRFA - CORRESPONDENCE RECEIVED IN LAW OFFICE
01/08/2009 ASSIGNED TO LIE A - Allowance for Publication ALIE - ASSIGNED TO LIE
12/24/2008 TEAS RESPONSE TO OFFICE ACTION RECEIVED I - Incoming Correspondence TROA - TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/27/2008 NOTIFICATION OF NON-FINAL ACTION E-MAILED O - Outgoing Correspondence GNRN
06/27/2008 NON-FINAL ACTION E-MAILED O - Outgoing Correspondence GNRT - NON-FINAL ACTION E-MAILED
06/27/2008 NON-FINAL ACTION WRITTEN R - Renewal CNRT - NON-FINAL ACTION WRITTEN
06/12/2008 TEAS/EMAIL CORRESPONDENCE ENTERED I - Incoming Correspondence TEME - TEAS/EMAIL CORRESPONDENCE ENTERED
06/12/2008 CORRESPONDENCE RECEIVED IN LAW OFFICE I - Incoming Correspondence CRFA - CORRESPONDENCE RECEIVED IN LAW OFFICE
06/12/2008 TEAS RESPONSE TO OFFICE ACTION RECEIVED I - Incoming Correspondence TROA - TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/25/2008 NOTIFICATION OF NON-FINAL ACTION E-MAILED O - Outgoing Correspondence GNRN
03/25/2008 NON-FINAL ACTION E-MAILED F - First Action GNRT - NON-FINAL ACTION E-MAILED
03/25/2008 NON-FINAL ACTION WRITTEN R - Renewal CNRT - NON-FINAL ACTION WRITTEN
03/24/2008 ASSIGNED TO EXAMINER D - Assigned to Examiner DOCK - ASSIGNED TO EXAMINER
12/20/2007 NEW APPLICATION ENTERED IN TRAM I - Incoming Correspondence NWAP - NEW APPLICATION ENTERED IN TRAM


Information gathered on 12/31/2009. No claim is made regarding the current trademark status. This page is not to be used as legal documentation. Always consult a licensed attorney.

Based on public records. Inadvertent errors are possible.
This web site is not associated with, endorsed by, or sponsored by and has no official or unofficial affiliation with the trademark's owners.