The College for Financial Planning Institutes Corporation
Trademark/Service Mark Application, Principal Register
Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
PTO Form 1478 (Rev 09/2006)
OMB No. 0651-0009 (Exp 02/28/2021)
Trademark/Service Mark Application, Principal Register
*DESCRIPTION OF THE MARK
(and Color Location, if applicable)
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.
PIXEL COUNT ACCEPTABLE
NO
PIXEL COUNT
215 x 111
REGISTER
Principal
APPLICANT INFORMATION
*OWNER OF MARK
The College for Financial Planning Institutes Corporation
*MAILING ADDRESS
332 Front St., S.
*CITY
La Crosse
*STATE
(Required for U.S. applicants)
Wisconsin
*COUNTRY/REGION/JURISDICTION/U.S. TERRITORY
United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
54601
*EMAIL ADDRESS
XXXX
LEGAL ENTITY INFORMATION
TYPE
corporation
STATE/COUNTRY/REGION/JURISDICTION/U.S. TERRITORY OF INCORPORATION
Arizona
GOODS AND/OR SERVICES AND BASIS INFORMATION
INTERNATIONAL CLASS
041
*IDENTIFICATION
Educational services, namely, providing courses, seminars, and workshops in the field of wealth management and financial planning
Hilary H. Remijas, Michael A. Geller, Nicole A. Chaudhari, Eugenia Schontag
CORRESPONDENCE INFORMATION
NAME
Keith W. Medansky
PRIMARY EMAIL ADDRESS FOR CORRESPONDENCE
ch.tm@dlapiper.com
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES)
elizabeth.nolan@dlapiper.com
FEE INFORMATION
APPLICATION FILING OPTION
TEAS Standard
NUMBER OF CLASSES
1
APPLICATION FOR REGISTRATION PER CLASS
275
*TOTAL FEES DUE
275
*TOTAL FEES PAID
275
SIGNATURE INFORMATION
SIGNATURE
/Ashley Pomonis/
SIGNATORY'S NAME
Ashley Pomonis
SIGNATORY'S POSITION
Executive Director, Corporate & IP
DATE SIGNED
10/02/2020
Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
PTO Form 1478 (Rev 09/2006)
OMB No. 0651-0009 (Exp 02/28/2021)
Trademark/Service Mark Application, Principal Register
Serial Number:90231960
Filing Date:10/02/2020
To the Commissioner for Trademarks:
MARK: WMS WEALTH MANAGEMENT SPECIALIST (stylized and/or with design, see mark)
The literal element of the mark consists of WMS WEALTH MANAGEMENT SPECIALIST. The applicant is not claiming color as a feature of the mark. 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.
The applicant, The College for Financial Planning Institutes Corporation, a corporation of Arizona, having an address of
332 Front St., S.
La Crosse, Wisconsin 54601
United States
XXXX
requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C.
Section 1051 et seq.), as amended, for the following:
International Class 041: Educational services, namely, providing courses, seminars, and workshops in the field of wealth management and financial planning
In International Class 041, the mark was first used by the applicant or the applicant's related company or licensee or predecessor in interest at least as early as 06/12/2019, and first used in
commerce at least as early as 06/12/2019, and is now in use in such commerce. The applicant is submitting one(or more) specimen(s) showing the mark as used in commerce on or in connection with any
item in the class of listed goods/services, consisting of a(n) screenshots of applicant's website.
The owner's/holder's proposed attorney information: Keith W. Medansky. Other appointed attorneys are Hilary H. Remijas, Michael A. Geller, Nicole A. Chaudhari, Eugenia Schontag. Keith W.
Medansky of DLA Piper LLP (US), is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at
PO Box 64807
Chicago, Illinois 60664-0807
United States
312-368-4000(phone)
312.236.7516(fax)
ch.tm@dlapiper.com
The docket/reference number is 548310-29.
Keith W. Medansky submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S.
Commonwealth or territory.
The applicant's current Correspondence Information:
Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed,
and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).
A fee payment in the amount of $275 has been submitted with the application, representing payment for 1 class(es).
Serial Number: 90231960
Internet Transmission Date: Fri Oct 02 12:43:38 ET 2020
TEAS Stamp: USPTO/BAS-XXX.XXX.XXX.X-2020100212433807
7687-90231960-750b3303e2beefc33254cbe39f
fd3afabc4c629667a56bbfb6639414dc6ae35dc7
-DA-43372832-20201002121016370656