ADVISOR SECRETS Trademark
ADVISOR SECRETS is a USPTO trademark filed by Wealth Transfer Solutions, Inc.. Status: Pending.
Trademark Facts
| Mark | ADVISOR SECRETS |
|---|---|
| Serial Number | 97836226 |
| Status | Pending |
| Filing Date | 2023-03-13 |
| Mark Type | Word |
| Nice Classes | 016 (Paper Goods), 041 (Education & Entertainment) |
| Owner | Wealth Transfer Solutions, Inc. |
| Attorney of Record | Francis John Ciaramella, Esquire |
| Prosecution Events | 40 |
| Latest Event | GNFN on 2026-04-14 |
Goods & Services
Educational services, namely, conducting live and online seminars, workshops, webcasts, webinars in the field of professional development and distribution of course and educational materials in connection therewith; Professional coaching services in the field of professional development; Providing a website featuring blogs and non-downloadable publications in the nature of articles, program flyers and newsletters, checklists, special reports in the field(s) of professional development; Providing group coaching and in-person learning forums in the field of leadership development; Printed instructional, educational, and teaching materials in the field of professional development; Printed materials, namely, written articles in the field of professional development; "ADVISOR"
Recent Prosecution Activity
| Date | Document | Type |
|---|---|---|
| 2026-04-14 | Final Action | FREF |
| 2026-03-31 | Response to Office Action | ROA |
| 2025-12-31 | Non-Final Action | NFIN |
| 2025-12-01 | AAU Processing Complete | APC |
| 2025-06-04 | Statement of Use | SOU |
| 2025-06-04 | Specimen | SPE |
USPTO Refusals on Record
- unacceptable_specimen