CERTIFIED ANNUITY SPECIALIST Trademark

Trademark Overview

On Tuesday, May 23, 2017, a trademark application was filed for CERTIFIED ANNUITY SPECIALIST with the United States Patent and Trademark Office. The USPTO has given the CERTIFIED ANNUITY SPECIALIST trademark a serial number of 87460927. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Monday, June 9, 2025. This trademark is owned by Institute of Business & Finance. The CERTIFIED ANNUITY SPECIALIST trademark is filed in the category with the following description:

Financial planning
certified annuity specialist

General Information

Serial Number87460927
Word MarkCERTIFIED ANNUITY SPECIALIST
Filing DateTuesday, May 23, 2017
Status701 - SECTION 8 - ACCEPTED
Status DateMonday, June 9, 2025
Registration Number5881581
Registration DateTuesday, October 8, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial planning
Certification Mark StatementThe certification mark, as used by authorized persons, certifies that the educational course work requirement; work experience requirements and examinations administered by the certifier and has agreed to adhere to the certifier's standards for professional responsibility, continuing education and other post certification requirements.
NOT AVAILABLE"CERTIFIED"

Classification Information

International ClassB -
US Class CodesB
Class Status Code6 - Active
Class Status DateWednesday, May 31, 2017
Primary CodeB
First Use Anywhere DateSaturday, June 1, 2002
First Use In Commerce DateSaturday, June 1, 2002

Trademark Owner History

Party NameInstitute of Business & Finance
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92137
Party NameInstitute of Business & Finance
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92117

Trademark Events

Event DateEvent Description
Monday, August 28, 2017NON-FINAL ACTION E-MAILED
Friday, May 26, 2017NEW APPLICATION ENTERED
Wednesday, May 31, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 21, 2017ASSIGNED TO EXAMINER
Monday, August 28, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, January 31, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, February 9, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, February 9, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, March 6, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, April 30, 2018NON-FINAL ACTION E-MAILED
Monday, April 30, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, April 30, 2018NON-FINAL ACTION WRITTEN
Saturday, October 27, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, August 28, 2017NON-FINAL ACTION WRITTEN
Thursday, February 8, 2018ASSIGNED TO LIE
Tuesday, March 20, 2018WITHDRAWN FROM PUB - OG REVIEW QUERY
Wednesday, April 4, 2018PREVIOUS ALLOWANCE COUNT WITHDRAWN
Friday, November 9, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 9, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, May 23, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, December 6, 2018FINAL REFUSAL E-MAILED
Thursday, December 6, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, December 6, 2018FINAL REFUSAL WRITTEN
Thursday, May 23, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, August 1, 2019ASSIGNED TO PETITION STAFF
Monday, August 5, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, August 5, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, August 5, 2019NOTICE OF REVIVAL - E-MAILED
Tuesday, August 20, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, August 20, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, June 13, 2019TEAS PETITION TO REVIVE RECEIVED
Thursday, June 13, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, August 5, 2019PETITION GRANTED - RESPONSE RECEIVED
Monday, August 26, 2019APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, September 3, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, October 8, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, December 19, 2024TEAS SECTION 8 RECEIVED
Tuesday, October 8, 2019REGISTERED-SUPPLEMENTAL REGISTER
Friday, December 6, 2019TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, December 6, 2019APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, March 31, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, March 31, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, March 31, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, March 31, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, March 31, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, May 12, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, May 12, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, June 9, 2025TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Monday, June 9, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, June 9, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Wednesday, June 4, 2025POST REGISTRATION ACTION MAILED - SEC. 8

Related Keywords

specialist annuity certified planning financial