PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR

PUBLISHED FOR OPPOSITION

Combined Mark

PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR

Key Information

Serial Number

99557629

Registration Number

Not Registered

Status

Published for Opposition

Ownership

Owner Name

the College for Financial Planning Institutes Corporation

Type: Organization / Corporation

Address

1515 West Cypress Creek Road

Fort Lauderdale, FL 33309

Critical Dates

First Use Date

Not filed yet

Filing Date

Dec 19, 2025

Publication Date

May 26, 2026

Mark Descriptions

Services

Class 41

Class 041: Educational services, namely, providing courses of instruction, training, workshops, seminars, conferences, continuing education, and professional development programs in the fields of generational wealth transfer planning, estate and trust planning, family wealth succession planning, philanthropic planning, tax-efficient wealth transfer strategies...

Mark Elements

Text Mark

PGWTA PROFESSIONAL GENERATIONAL WEALTH TRANSFER ADVISOR

Trademark Timeline

Filing Date

Dec 19, 2025

Publication Date

May 26, 2026

USPTO Records

No documents found for this trademark.

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