What is the serial number for PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR?

The USPTO serial number for PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR is 99557629.

What is the registration number for PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR?

PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR is registered under USPTO registration number 8536782.

PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR - Owned by The College for Financial Planning Institutes Corporation - (Class 041)

Q: Who owns the PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR trademark?

The PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR trademark is owned by The College for Financial Planning Institutes Corporation.

Q: What class is the PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR trademark registered in?

The PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR trademark is registered in Class 041 (Education & entertainment services).

What to file next

Section 8 declaration of continued use

When: Due between the fifth and sixth anniversary of registration.
Extensions and grace: A six-month grace period follows, with an added per-class fee.
If it is missed: A missed Section 8 cancels the registration, and there is no revival route for it.

How the Section 8 deadline works

General information about USPTO practice, not legal advice. The register is the authority, and a filing that has not yet posted can change what is owed.

Full Goods & Services

Class 041Education & entertainment services

US codes: 100, 101, 107

First use anywhere: Jun 17, 2026

First use in commerce: Jun 17, 2026

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

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

Filing Basis & Declarations

Use Application Currently

Status History

20 events

REGISTERED-PRINCIPAL REGISTER

Nov 03, 2026

Code R.PR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Oct 13, 2026

Code CNPR

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Oct 13, 2026

Code SUNA

STATEMENT OF USE PROCESSING COMPLETE

Sep 02, 2026

Code SUPC

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jul 21, 2026

Code NOAM

TEAS STATEMENT OF USE RECEIVED

Jul 21, 2026

Code EISU

USE AMENDMENT FILED

Jul 21, 2026

Code IUAF

PUBLISHED FOR OPPOSITION

May 26, 2026

Code PUBO

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 26, 2026

Code NPUB

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 20, 2026

Code NONP

EXAMINERS AMENDMENT -WRITTEN

Apr 28, 2026

Code CNEA

EXAMINERS AMENDMENT E-MAILED

Apr 28, 2026

Code GNEA

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Apr 28, 2026

Code GNEN

EXAMINER'S AMENDMENT ENTERED

Apr 28, 2026

Code XAEC

APPROVED FOR PUB - PRINCIPAL REGISTER

Apr 28, 2026

Code CNSA

ASSIGNED TO EXAMINER

Apr 22, 2026

Code DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 13, 2026

Code NWOS

NOTICE OF DESIGN SEARCH CODE E-MAILED

Apr 13, 2026

Code MDSM

NEW APPLICATION ENTERED

Dec 19, 2025

Code NWAP

APPLICATION FILING RECEIPT MAILED

Dec 19, 2025

Code MAFR

Other Marks by The College for Financial Planning Institutes Corporation

Additional USPTO filings from the same owner.

WMS

WMS WEALTH MANAGEMENT SPECIALIST

90231960

The College for Financial Planning Institutes Corporation

REGISTERED

ABF

ABFP ACCREDITED BEHAVIORAL FINANCE PROFESSIONAL

88624413

The College for Financial Planning Institutes Corporation

REGISTERED

ABF

ABFP

88628541

The College for Financial Planning Institutes Corporation

REGISTERED

CSR

CSRIC

87614802

THE COLLEGE FOR FINANCIAL PLANNING INSTITUTES CORPORATION

REGISTERED

Other Marks in Class 041 — Education & entertainment services

Recently filed and registered marks in the same international class.

PGW

PGWTA

99557623

The College for Financial Planning Institutes Corporation

REGISTERED

GEN

GENERATIONAL EMOTIONAL WEALTH

99370578

Roseann Capanna-Hodge

REGISTERED

GEN

GENERATIONAL MENTAL WEALTH

98111282

Welch, Niedha I

REGISTERED

WEA

WEALTH TRANSFER ENTERPRISE

97821778

Deadria Garrett

REGISTERED

Other Marks by Keith W. Medansky

Additional USPTO filings handled by the same attorney of record.

HRT

HRTG PARTNERS

99316604

REGISTERED

HRT

HRTG

99316606

REGISTERED

GAR

GARDEN PLACE

99336038

REGISTERED

HRT

HRTG

99392975

REGISTERED

PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR

What to file next

Full Goods & Services

Filing Basis & Declarations

Other Marks by The College for Financial Planning Institutes Corporation

Other Marks in Class 041 — Education & entertainment services

Other Marks by Keith W. Medansky

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