Trademark: 85879587
Word
BMO WEALTH INSTITUTE
Status
Registered
Status Code
705
Status Date
Thursday, September 17, 2020
Serial Number
85879587
Registration Number
4561137
Registration Date
Tuesday, July 1, 2014
Mark Type
4000
Filing Date
Tuesday, March 19, 2013
Published for Opposition
Tuesday, August 27, 2013

Trademark Owner History
Bank of Montreal - Original Registrant

Classifications
36 Banking services; financial services, namely, providing insight and strategy concerning financial decisions and wealth planning, providing information and analysis relating to financial issues in retirement including investment and planning, and financial consultation and analysis; financial management services; investment advisory services; financial advisory services; estate planning services; investment research services; and financial asset management services
35 [ Tax planning services ]
"WEALTH INSTITUTE"

Trademark Events
Jul 1, 2023
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Sep 17, 2020
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Sep 17, 2020
Registered - Partial Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Sep 10, 2020
Case Assigned To Post Registration Paralegal
Jun 29, 2020
Teas Section 8 & 15 Received
Jul 1, 2019
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Mar 9, 2017
Teas Change Of Correspondence Received
Jul 1, 2014
Registered-Principal Register
May 29, 2014
Notice Of Acceptance Of Statement Of Use E-Mailed
May 28, 2014
Law Office Registration Review Completed
May 19, 2014
Allowed Principal Register - Sou Accepted
Apr 30, 2014
Notice Of Approval Of Extension Request E-Mailed
Apr 29, 2014
Statement Of Use Processing Complete
Apr 8, 2014
Use Amendment Filed
Apr 29, 2014
Sou Extension 1 Granted
Apr 8, 2014
Sou Extension 1 Filed
Apr 29, 2014
Case Assigned To Intent To Use Paralegal
Apr 14, 2014
Attorney/Dom.Rep.Revoked And/Or Appointed
Apr 14, 2014
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Apr 8, 2014
Teas Extension Received
Apr 8, 2014
Teas Statement Of Use Received
Jan 30, 2014
Teas Change Of Correspondence Received
Oct 22, 2013
Noa E-Mailed - Sou Required From Applicant
Aug 27, 2013
Official Gazette Publication Confirmation E-Mailed
Aug 27, 2013
Published For Opposition
Aug 7, 2013
Notification Of Notice Of Publication E-Mailed
Jul 25, 2013
Law Office Publication Review Completed
Jul 24, 2013
Assigned To Lie
Jul 3, 2013
Approved For Pub - Principal Register
Jul 3, 2013
Examiner's Amendment Entered
Jul 3, 2013
Notification Of Examiners Amendment E-Mailed
Jul 3, 2013
Examiners Amendment E-Mailed
Jul 3, 2013
Examiners Amendment -Written
Jul 2, 2013
Preliminary/Voluntary Amendment - Entered
Jul 2, 2013
Teas Voluntary Amendment Received
Jun 26, 2013
Assigned To Examiner
Mar 22, 2013
New Application Office Supplied Data Entered
Mar 22, 2013
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24