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 Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and Servicesfinancial services, estate-planning, estate trust management, wealth management, fiduciary representatives, and administration of employee benefit plans
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.
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.

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

Related Keywords

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