ACCREDITED FIDUCIARY INVESTMENT MANAGER Trademark

Trademark Overview

On Tuesday, September 26, 2006, a trademark application was filed for ACCREDITED FIDUCIARY INVESTMENT MANAGER with the United States Patent and Trademark Office. The USPTO has given the ACCREDITED FIDUCIARY INVESTMENT MANAGER trademark a serial number of 77007239. The federal status of this trademark filing is REGISTERED AND RENEWED as of Monday, December 10, 2018. This trademark is owned by Center for Fiduciary Studies, LLC. The ACCREDITED FIDUCIARY INVESTMENT MANAGER trademark is filed in the category with the following description:

financial services, estate-planning, estate trust management, wealth management, fiduciary representatives, and administration of employee benefit plans
accredited fiduciary investment manager

General Information

Serial Number77007239
Word MarkACCREDITED FIDUCIARY INVESTMENT MANAGER
Filing DateTuesday, September 26, 2006
Status800 - REGISTERED AND RENEWED
Status DateMonday, December 10, 2018
Registration Number3428864
Registration DateTuesday, May 13, 2008
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Certification Mark StatementThe certification mark, as used by persons authorized by the certifier, certifies that the services provided by certified people in the financial services, estate-planning, estate trust management, wealth management, fiduciary representatives and administration of employee benefit plans have met certain levels of experience, education, ethics and tests of competency and standards.
Certificate of Correction for RegistrationIn the statement, Column 2, lines 5-7, "TRUSTS, WEALTH MANAGEMENT, SALES, FIDUCIARY RESPONSIBILITIES, AND EMPLOYEE BENEFITS" should be deleted, and ESTATE TRUST MANAGEMENT, WEALTH MANAGEMENT, FIDUCIARY REPRESENTATIVES AND ADMINISTRATION OF EMPLOYEE BENEFIT PLANS should be inserted.
Goods and Servicesfinancial services, estate-planning, estate trust management, wealth management, fiduciary representatives, and administration of employee benefit plans

Classification Information

International ClassB -
US Class CodesB
Class Status Code6 - Active
Class Status DateFriday, September 29, 2006
Primary CodeB
First Use Anywhere DateTuesday, February 19, 2008
First Use In Commerce DateTuesday, February 19, 2008

Trademark Owner History

Party NameCANNON FINANCIAL INSTITUTE, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressAthens, GA 30601
Party NameFI360, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressPittsburgh, PA 15276
Party NameCenter for Fiduciary Studies, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSewickley, PA 15143
Party NameCenter for Fiduciary Studies, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSewickley, PA 15143

Trademark Events

Event DateEvent Description
Friday, September 29, 2006NEW APPLICATION ENTERED
Monday, February 12, 2007ASSIGNED TO EXAMINER
Thursday, February 15, 2007NON-FINAL ACTION WRITTEN
Thursday, February 15, 2007NON-FINAL ACTION MAILED
Friday, August 3, 2007PAPER RECEIVED
Friday, August 10, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, August 10, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, August 10, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, August 21, 2007NON-FINAL ACTION WRITTEN
Tuesday, August 21, 2007NON-FINAL ACTION MAILED
Wednesday, February 20, 2008TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, February 20, 2008FAX RECEIVED
Thursday, March 13, 2008ASSIGNED TO LIE
Wednesday, February 20, 2008USE AMENDMENT FILED
Thursday, March 13, 2008AMENDMENT TO USE PROCESSING COMPLETE
Monday, March 17, 2008ASSIGNED TO EXAMINER
Wednesday, April 9, 2008USE AMENDMENT ACCEPTED
Wednesday, April 9, 2008APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, April 9, 2008LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, May 13, 2008REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, July 29, 2008FAX RECEIVED
Tuesday, July 29, 2008SEC 7 REQUEST FILED
Monday, May 18, 2009FAX RECEIVED
Monday, July 27, 2009ASSIGNED TO PARALEGAL
Monday, August 3, 2009CORRECTION UNDER SECTION 7 - PROCESSED
Wednesday, April 18, 2012AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, May 13, 2014TEAS SECTION 8 RECEIVED
Tuesday, May 13, 2014REGISTERED - SEC. 8 (6-YR) FILED
Friday, May 16, 2014REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, May 16, 2014NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, June 21, 2016TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, June 21, 2016APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Saturday, May 13, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, March 7, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, March 22, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, March 22, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, April 18, 2018TEAS SECTION 8 & 9 RECEIVED
Friday, April 27, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, May 1, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, June 18, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, June 18, 2018POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Monday, December 3, 2018TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Monday, December 10, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, December 10, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, December 10, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, February 24, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, February 24, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, February 24, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, February 24, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, February 24, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, November 21, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, November 21, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, November 21, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED

Related Keywords

manager investment fiduciary accredited management estate administration employee benefit plans representatives wealth services planning