CERTIFIED FINANCIAL FIDUCIARY Trademark

Trademark Overview

On Monday, February 13, 2017, a trademark application was filed for CERTIFIED FINANCIAL FIDUCIARY with the United States Patent and Trademark Office. The USPTO has given the CERTIFIED FINANCIAL FIDUCIARY trademark a serial number of 87334200. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Thursday, April 10, 2025. This trademark is owned by American Financial Education Alliance. The CERTIFIED FINANCIAL FIDUCIARY trademark is filed in the category with the following description:

Financial analysis, planning, consultation and investment advisory services
certified financial fiduciary

General Information

Serial Number87334200
Word MarkCERTIFIED FINANCIAL FIDUCIARY
Filing DateMonday, February 13, 2017
Status701 - SECTION 8 - ACCEPTED
Status DateThursday, April 10, 2025
Registration Number5403604
Registration DateTuesday, February 13, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial analysis, planning, consultation and investment advisory services
Certification Mark StatementThe certification mark, as used or intended to be used by persons authorized by the certifier, certifies or is intended to certify that the services are provided by financial professionals who have successfully completed an pre-determined educational program established by The American Financial Education Alliance and that they agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.

Classification Information

International ClassB -
US Class CodesB
Class Status Code6 - Active
Class Status DateSaturday, February 18, 2017
Primary CodeB
First Use Anywhere DateFriday, September 1, 2017
First Use In Commerce DateFriday, September 1, 2017

Trademark Owner History

Party NameAmerican Financial Education Alliance
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressCharlotte, NC 28211
Party NameAmerican Financial Education Alliance
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressCharlotte, NC 28211

Trademark Events

Event DateEvent Description
Monday, May 15, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, February 16, 2017NEW APPLICATION ENTERED
Saturday, February 18, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, May 8, 2017ASSIGNED TO EXAMINER
Monday, May 15, 2017NON-FINAL ACTION WRITTEN
Monday, May 15, 2017NON-FINAL ACTION E-MAILED
Wednesday, November 8, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, September 25, 2017TEAS AMENDMENT OF USE RECEIVED
Monday, September 25, 2017USE AMENDMENT FILED
Monday, September 25, 2017AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, September 26, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, October 4, 2017ASSIGNED TO LIE
Thursday, October 12, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, October 12, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 8, 2017NON-FINAL ACTION WRITTEN
Wednesday, November 8, 2017NON-FINAL ACTION E-MAILED
Wednesday, February 7, 2024TEAS SECTION 8 RECEIVED
Tuesday, November 28, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, December 1, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, December 1, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 2, 2018USE AMENDMENT ACCEPTED
Wednesday, January 3, 2018NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Wednesday, January 3, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, January 10, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, February 13, 2018REGISTERED-SUPPLEMENTAL REGISTER
Monday, February 13, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, August 23, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, April 10, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, April 10, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED
Thursday, April 10, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Wednesday, February 5, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Related Keywords

fiduciary financial certified advisory services investment consultation analysis planning