Southern California Institute logo

Southern California Institute

8 Marks
Other
First Filed:Jan 17, 2025Latest Filed:Feb 14, 2025Address:1903 Wright Place, Suite 360, Carlsbad, CA 92008

Portfolio Overview

Registered
1(13%)
Pending
6(75%)
Dead
1(13%)

Top Classes

Class 41
Education and Entertainment
8(100%)
Class 9
Electronics, Software & Scientific Equipment
6(75%)
Class 16
Paper Goods and Printed Matter
5(63%)

TTAB Proceedings

No litigation activity

Top Firms

De Novo Legal, PC(Feb 2025)
8

Trademark Portfolio

8 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
CWPA
CWPA
Trademark
Word
PENDING
Owner:
Serial:99041835
Filed:Feb 14, 2025
Classes:9, 16, 41
Goods & Services
Educational services, namely, providing certification programs in the field of Estate, Business, and Wealth Strategies Planning; wealth management and strategies planning Education services, namely, providing non-downloadable seminars in the field of Estate, Business, and Wealth Strategies Planning; Educational services, namely, providing live and online classes, seminars, workshops, and webinars in the field of Estate, Business, and Wealth Strategies Planning.; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of Estate planning, trust funds, Business, and succession planning strategies; Arranging professional workshop and training courses, in the field of estate planning, trust funds, wealth management, succession planning strategies; books, pamphlets, brochures concerning financial planning, investment services, trust funds, retirement plans.
BEHIND THE CONVERSATION
BEHIND THE CONVERSATION
Service Mark
Word
PENDING
Owner:
Serial:99011223
Filed:Jan 17, 2025
Classes:9, 16, 41
Goods & Services
Educational services, namely, providing certification programs in the field of Estate, Business, and Wealth Strategies Planning; Arranging professional workshop and training courses; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of Estate, Business, and succession planning strategies; estate planning, trust funds; wealth management and strategies planning Education services, namely, providing non-downloadable seminars in the field of Estate, Business, and Wealth Strategies Planning; Educational services, namely, providing live and online classes, seminars, workshops, and webinars in the field of Estate, Business, and Wealth Strategies Planning.
CERTIFIED WEALTH PLANNING ADVISOR
REGISTERED
Owner:
Serial:99011281
Filed:Jan 17, 2025
Classes:16, 41
Registration:8147396
Registered:Feb 17, 2026
Goods & Services
Educational services, namely, providing certification programs in the field of Estate, Business, and Wealth Strategies Planning; Arranging professional workshop and training courses; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of Estate, Business, and succession planning strategies; estate planning, trust funds; wealth management and strategies planning Education services, namely, providing non-downloadable seminars in the field of Estate, Business, and Wealth Strategies Planning; Educational services, namely, providing live and online classes, seminars, workshops, and webinars in the field of Estate, Business, and Wealth Strategies Planning.; books, pamphlets, brochures concerning financial planning, investment services, trust funds, retirement plans.
SOUTHERN CALIFORNIA SCINSTITUTE
PENDING
Owner:
Serial:99011550
Filed:Jan 17, 2025
Classes:9, 16, 35, +1
Goods & Services
Educational services, namely, providing certification programs in the field of Estate, Business, and Wealth Strategies Planning; Arranging professional workshop and training courses; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of Estate, Business, and succession planning strategies; estate planning, trust funds; wealth management and strategies planning Education services, namely, providing non-downloadable seminars in the field of Estate, Business, and Wealth Strategies Planning; Educational services, namely, providing live and online classes, seminars, workshops, and webinars in the field of Estate, Business, and Wealth Strategies Planning.; Downloadable webinars in the field of estate, business, and Wealth strategies planning; on-line discussion board posts, webcasts, webinars, and podcasts; news, and audiobooks in the field of estate, business, and wealth strategies planning.; books, pamphlets, brochures concerning financial planning, investment services, trust funds, retirement plans.
THE BALANCED LIFE, A CLARITY RETREAT
Owner:
Serial:99011335
Filed:Jan 17, 2025
Classes:41
Goods & Services
Educational services, namely, providing certification programs in the field of Estate, Business, and Wealth Strategies Planning; Arranging professional workshop and training courses; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of Estate, Business, and succession planning strategies; estate planning, trust funds; wealth management and strategies planning Education services, namely, providing non-downloadable seminars in the field of Estate, Business, and Wealth Strategies Planning; Educational services, namely, providing live and online classes, seminars, workshops, and webinars in the field of Estate, Business, and Wealth Strategies Planning.
THE FIVE MISUNDERSTOOD NOTIONS
PENDING
Owner:
Serial:99011381
Filed:Jan 17, 2025
Classes:9, 16, 41
Goods & Services
Educational services, namely, providing certification programs in the field of Estate, Business, and Wealth Strategies Planning; Arranging professional workshop and training courses; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of Estate, Business, and succession planning strategies; estate planning, trust funds; wealth management and strategies planning Education services, namely, providing non-downloadable seminars in the field of Estate, Business, and Wealth Strategies Planning; Educational services, namely, providing live and online classes, seminars, workshops, and webinars in the field of Estate, Business, and Wealth Strategies Planning.; books, pamphlets, brochures concerning financial planning, investment services, trust funds, retirement plans.
THE MISSING MATH
THE MISSING MATH
Trademark
Word
PENDING
Owner:
Serial:99011455
Filed:Jan 17, 2025
Classes:9, 41
Goods & Services
Educational services, namely, providing certification programs in the field of Estate, Business, and Wealth Strategies Planning; Arranging professional workshop and training courses; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of Estate, Business, and succession planning strategies; estate planning, trust funds; wealth management and strategies planning Education services, namely, providing non-downloadable seminars in the field of Estate, Business, and Wealth Strategies Planning; Educational services, namely, providing live and online classes, seminars, workshops, and webinars in the field of Estate, Business, and Wealth Strategies Planning.; Downloadable webinars in the field of estate, business, and Wealth strategies planning; on-line discussion board posts, webcasts, webinars, and podcasts; news, and audiobooks in the field of estate, business, and wealth strategies planning.
THURSDAY INSIGHTS
THURSDAY INSIGHTS
Trademark
Word
ABANDONED
Owner:
Serial:99011486
Filed:Jan 17, 2025
Classes:9, 41
Goods & Services
Educational services, namely, providing certification programs in the field of Estate, Business, and Wealth Strategies Planning; Arranging professional workshop and training courses; Educational services, namely, conducting classes, seminars, conferences, workshops in the field of Estate, Business, and succession planning strategies; estate planning, trust funds; wealth management and strategies planning Education services, namely, providing non-downloadable seminars in the field of Estate, Business, and Wealth Strategies Planning; Educational services, namely, providing live and online classes, seminars, workshops, and webinars in the field of Estate, Business, and Wealth Strategies Planning.; Downloadable webinars in the field of estate, business, and Wealth strategies planning; on-line discussion board posts, webcasts, webinars, and podcasts; news, and audiobooks in the field of estate, business, and wealth strategies planning.

Cookie Preferences

We use cookies (including Google Analytics) to improve our site and understand how visitors use it.