USPTO trademark

FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP)

RegisteredUSPTOWord markClass 41

"FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP)" is a word mark owned by CFI Education Inc., filed at the USPTO on March 19, 2023. It is registered and covers class 41 (Education and Entertainment).

View CFI Education Inc. portfolioGet this data via the API
Official USPTO record
FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP) trademark as filed
As filed with the USPTO
Status
Registered
Since March 11, 2025
Filed
March 19, 2023
Registered
March 11, 2025
Expires
Not recorded
Application no.
97846155
Registration no.
7724924
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP)

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

CFI Education Inc.

Vancouver BC, Canada

48 trademarks in the portfolioView company

Representative

Amy J. Tindell

Holland & Hart LLP

Goods and services

What the mark covers

The products and services FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP) is filed for, grouped by Nice class.

  • Educational services, namely, providing training of finance professionals in the field of individual financial advising; Educational services, namely, providing on-line courses for certification of finance professionals in the field of individual financial advising; Educational services, namely, designing, creating and providing on-line courses and education programs in the field of finance and awarding certificates in connection therewith

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Teas change of correspondence received
  2. Attorney/dom.rep.revoked and/or appointed
  3. Teas revoke/app/change addr of atty/dom rep received
  4. Applicant/correspondence changes (non-responsive) entered
  5. Teas change of owner address received
  6. Notice of registration confirmation emailed
  7. Registered-principal register
  8. Notice of acceptance of statement of use e-mailed
  9. Allowed principal register - sou accepted
  10. Statement of use processing complete

10 earlier steps on the official record.

FAQ

About FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP)

Who owns the trademark "FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP)"?

The USPTO trademark "FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP)" (application 97846155) is owned by CFI Education Inc.

What is the status of "FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP)"?

Its status at the USPTO is: registered.

When was "FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP)" registered?

It was registered on March 11, 2025.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP) and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d2b7e-c368-716c-a67b-b1ffb88ccf30
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2b7e-c368-716c-a67b-b1ffb88ccf30",
  "object": "trademark",
  "mark_text": "FINANCIAL PLANNING & WEALTH MANAGEMENT PROFESSIONAL (FPWMP)",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "97846155",
  "filing_date": "2023-03-19",
  "nice_classes": [
    41
  ],
  "owners": [
    {
      "name": "CFI Education Inc.",
      "entity_id": "ent_019ebc0f-7061-777c-90d8-3c05f31439c1"
    }
  ]
}