Who owns the CERTIFIED WEALTH PLANNING ADVISOR trademark?

The CERTIFIED WEALTH PLANNING ADVISOR trademark is owned by Southern California Institute.

What class is the CERTIFIED WEALTH PLANNING ADVISOR trademark registered in?

The CERTIFIED WEALTH PLANNING ADVISOR trademark is registered in Class 016 (Paper goods, books & stationery), Class 041 (Education & entertainment services).

What is the serial number for CERTIFIED WEALTH PLANNING ADVISOR?

The USPTO serial number for CERTIFIED WEALTH PLANNING ADVISOR is 99011281.

What is the registration number for CERTIFIED WEALTH PLANNING ADVISOR?

CERTIFIED WEALTH PLANNING ADVISOR is registered under USPTO registration number 8147396.

CER

USPTO Trademark Record

REGISTERED

CERTIFIED WEALTH PLANNING ADVISOR

SN 99011281·Reg 8147396·Filed Jan 17, 2025

Owner Southern California Institute

Paper and cardboard; printed matter; bookbinding material; photographs; stationery and office requisites, except furniture; adhesives for stationery or household purposes; drawing materials and materials for artists; paintbrushes; instructional and teaching materials; plastic sheets, films and bags for wrapping and packaging; printers' type, printing blocks.; Education; providing of training; entertainment; sporting and cultural activities.

CERTIFIED WEALTH PLANNING ADVISOR (Serial No. 99011281), Registration No. 8147396, is a registered US trademark filed on Jan 17, 2025 by Southern California Institute. This trademark covers Class 016 (Paper goods, books & stationery), Class 041 (Education & entertainment services).

early section 8: February 17, 2032

Mark Intelligence

CERTIFIED WEALTH PLANNING ADVISOR (Reg. #8147396) is a registered US trademark that has been protecting its owner, Southern California Institute, since 2025. The mark covers Class 016 (Paper goods, books & stationery) and Class 041 (Education & entertainment services) respectively. Goods and services include Paper and cardboard; printed matter; bookbinding material; photographs; stationery and office requisites, except furnitu....

FILED

Jan 17, 2025

SERIAL

99011281

REG#

8147396

REGISTERED

Feb 17, 2026

Owner

Applicant

Southern California Institute

Entity

LLC

State

Address

6256 Greenwich Drive, Suite 250, San Diego, CA, 92122

Attorney

NameMaria Johnson

Law firm

Maria Johnson De Novo Legal, PC

Address

1903 Wright Place, Suite 360, Carlsbad, CA 92008, United States

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Filing Information

StatusREGISTERED

Filing DateJan 17, 2025

Serial Number99011281

Registration No.8147396

Registration DateFeb 17, 2026

Status DateFeb 17, 2026

Mark TypeStandard characters

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 016Paper goods, books & stationery

US codes: 002, 005, 022, 023, 029, 037, 038, 050

First use anywhere: Dec 01, 2023

First use in commerce: Mar 04, 2024

Class 041Education & entertainment services

US codes: 100, 101, 107

First use anywhere: Dec 01, 2023

First use in commerce: Mar 04, 2024

Education; providing of training; entertainment; sporting and cultural activities.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

20 events

REGISTERED-SUPPLEMENTAL REGISTER

Feb 17, 2026

REGISTERED-SUPPLEMENTAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Feb 17, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

USE AMENDMENT ACCEPTED

Jan 26, 2026

USE AMENDMENT ACCEPTED

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Jan 26, 2026

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

TEAS REQUEST FOR RECONSIDERATION RECEIVED

Jan 23, 2026

TEAS REQUEST FOR RECONSIDERATION RECEIVED

TEAS AMENDMENT OF USE RECEIVED

Jan 23, 2026

TEAS AMENDMENT OF USE RECEIVED

USE AMENDMENT FILED

Jan 23, 2026

USE AMENDMENT FILED

AMENDMENT TO USE PROCESSING COMPLETE

Jan 23, 2026

AMENDMENT TO USE PROCESSING COMPLETE

FINAL REFUSAL WRITTEN

Oct 25, 2025

FINAL REFUSAL WRITTEN

FINAL REFUSAL E-MAILED

Oct 25, 2025

FINAL REFUSAL E-MAILED

NOTIFICATION OF FINAL REFUSAL EMAILED

Oct 25, 2025

NOTIFICATION OF FINAL REFUSAL EMAILED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Oct 02, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 02, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 02, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Jul 02, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jul 02, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jul 02, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jun 30, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Jan 18, 2025

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jan 18, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

CERTIFIED WEALTH PLANNING ADVISOR

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