Who owns the INVESTMENTS & WEALTH FOUNDATION trademark?

The INVESTMENTS & WEALTH FOUNDATION trademark is owned by Investment Management Consultants Association.

What class is the INVESTMENTS & WEALTH FOUNDATION trademark registered in?

The INVESTMENTS & WEALTH FOUNDATION trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for INVESTMENTS & WEALTH FOUNDATION?

The USPTO serial number for INVESTMENTS & WEALTH FOUNDATION is 98719298.

What is the registration number for INVESTMENTS & WEALTH FOUNDATION?

INVESTMENTS & WEALTH FOUNDATION is registered under USPTO registration number 7897852.

INV

USPTO Trademark Record

REGISTERED

INVESTMENTS & WEALTH FOUNDATION

SN 98719298·Reg 7897852·Filed Aug 27, 2024

Owner Investment Management Consultants Association

Financial, monetary and banking services; insurance services; real estate services.

INVESTMENTS & WEALTH FOUNDATION (Serial No. 98719298), Registration No. 7897852, is a registered US trademark filed on Aug 27, 2024 by Investment Management Consultants Association. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: August 19, 2031

Mark Intelligence

INVESTMENTS & WEALTH FOUNDATION (Reg. #7897852) is a registered US trademark that has been protecting its owner, Investment Management Consultants Association, since 2024. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Aug 27, 2024

SERIAL

98719298

REG#

7897852

REGISTERED

Aug 19, 2025

Owner

Applicant

Investment Management Consultants Association

Entity

Corporation

State

Address

5619 DTC Parkway, Ste 600, Greenwood Village, CO, 80111

Country

Attorney

NameSabrina C Stavish

Law firm

Sabrina C Stavish Sheridan Ross P.C.

Docket

5743-87

Address

1560 Broadway, Suite 1200, Denver, CO 80202, United States

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Filing Information

StatusREGISTERED

Filing DateAug 27, 2024

Serial Number98719298

Registration No.7897852

Registration DateAug 19, 2025

Status DateAug 19, 2025

Published for OppositionJul 01, 2025

Mark TypeStandard characters

Attorney Docket5743-87

Status DescriptionLive and registered

Filing Signals

FILED

2024

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Apr 30, 2022

First use in commerce: Apr 30, 2022

Financial, monetary and banking services; insurance services; real estate services.

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

Status History

19 events

REGISTERED-PRINCIPAL REGISTER

Aug 19, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Aug 19, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Jul 01, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jul 01, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jun 25, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

May 30, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

May 06, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

May 06, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

May 06, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Apr 30, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Apr 30, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Apr 30, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Mar 13, 2025

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Mar 13, 2025

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Mar 13, 2025

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Mar 13, 2025

EXAMINER'S AMENDMENT ENTERED

ASSIGNED TO EXAMINER

Mar 10, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Mar 09, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Aug 27, 2024

NEW APPLICATION ENTERED

INVESTMENTS & WEALTH FOUNDATION

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Other Marks by Investment Management Consultants Association

Other Marks in Class 036 — Insurance, financial & real estate services

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