WMS WEALTH MANAGEMENT SPECIALIST
The College for Financial Planning Institutes Corporation
The mark consists of two stylized triangles composed of six diagonal stripes, one above the term "WMS" and one upside down below the term "WMS", all inside of a concentric circle containing the wording "WEALTH MANAGEMENT SPECIALIST" in an arch. The inner circle with the wording and triangles is shaded.
Mark For: WMS WEALTH MANAGEMENT SPECIALIST® trademark registration is intended to cover the categories of
| Research |
OneLook
Acronym Finder
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| Serial Number | 90231960 |
| Registration Number | 6407925 |
| Mark Literal Elements | WMS WEALTH MANAGEMENT SPECIALIST |
| Mark Drawing Type | - |
| Mark Type | Service Mark |
| Standard Character Claim | No |
| Current Location | NEW APPLICATION PROCESSING 2020-10-06 |
| Basis | 1(a) |
| Class Status | ACTIVE |
| Primary US Classes |
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| Primary International Class |
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| Filed Use | Yes |
| Current Use | Yes |
| Intent To Use | No |
| Filed ITU | No |
| 44D Filed | No |
| 44E Current | No |
| 66A Current | No |
| Current Basis | No |
| No Basis | No |
| Attorney Name | Keith W. Medansky |
| Attorney Docket Number | 548310-29 |
Timeline
| 2019-06-12 | Date of First Use |
| 2019-06-12 | Date of Use In Commerce |
| 2020-10-02 | Application Filed |
| 2020-10-06 | Location: NEW APPLICATION PROCESSING |
| 2020-10-06 | Status: Live/Pending |
| 2020-10-06 | Status: New application will be assigned to an examining attorney approximately 3 months after filing date. |
| 2020-10-06 | Transaction Date |
| 2021-07-06 | Trademark Registered |
Trademark Parties (Applicants & Owners)
| Party: |  The College for Financial Planning Institutes Corporation |
| Address | 332 Front St., S. La Crosse, WISCONSIN UNITED STATES 54601 |
| Legal Entity Type | Corporation |
| Legal Entity State | ARIZONA |
Documents
 Application | MULTI | 2020-10-02 |
 Drawing | JPEG | 2020-10-02 |
| Specimen | JPEG | 2020-10-02 |
Design Search Codes
| 260108 | Circles having letters or numerals as a border; Circles having punctuation as a border; Letters, numerals or punctuation forming or bordering the perimeter of a circle |
| 260117 | Circles, two concentric; Concentric circles, two; Two concentric circles |
| 260121 | Circles that are totally or partially shaded. |
| 260513 | Triangles, exactly two triangles; Two triangles |
Attorney of Record
Good, Services, and Codes
| International Codes: | 41 |
| U.S. Codes: | 100,101,107 |
| Type Code | Type |
|---|---|
| DM0000 | The mark consists of two stylized triangles composed of six diagonal stripes, one above the term "WMS" and one upside down below the term "WMS", all inside of a concentric circle containing the wording "WEALTH MANAGEMENT SPECIALIST" in an arch. The inner circle with the wording and triangles is shaded. |
| D10000 | "WEALTH MANAGEMENT SPECIALIST" |
Trademark Filing History
| Description | Date | Proceeding Number |
|---|---|---|
| NEW APPLICATION ENTERED IN TRAM | 2020-10-06 |
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