CERTIFIED FUND SPECIALIST Trademark

Trademark Overview

On Tuesday, May 23, 2017, a trademark application was filed for CERTIFIED FUND SPECIALIST with the United States Patent and Trademark Office. The USPTO has given the CERTIFIED FUND SPECIALIST trademark a serial number of 87460917. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, July 11, 2025. This trademark is owned by Institute of Business & Finance. The CERTIFIED FUND SPECIALIST trademark is filed in the category with the following description:

Financial planning
certified fund specialist

General Information

Serial Number87460917
Word MarkCERTIFIED FUND SPECIALIST
Filing DateTuesday, May 23, 2017
Status701 - SECTION 8 - ACCEPTED
Status DateFriday, July 11, 2025
Registration Number6009760
Registration DateTuesday, March 10, 2020
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 person displaying said mark has completed 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 DateTuesday, March 1, 1988
First Use In Commerce DateTuesday, March 1, 1988

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 92106

Trademark Events

Event DateEvent Description
Wednesday, May 31, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 21, 2017ASSIGNED TO EXAMINER
Monday, August 28, 2017NON-FINAL ACTION WRITTEN
Wednesday, January 31, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, May 26, 2017NEW APPLICATION ENTERED
Monday, August 28, 2017NON-FINAL ACTION E-MAILED
Monday, August 28, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, March 6, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, March 20, 2018WITHDRAWN FROM PUB - OG REVIEW QUERY
Monday, April 30, 2018NON-FINAL ACTION WRITTEN
Monday, April 30, 2018NON-FINAL ACTION E-MAILED
Saturday, October 27, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 9, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 9, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, December 6, 2018FINAL REFUSAL WRITTEN
Thursday, December 6, 2018FINAL REFUSAL E-MAILED
Thursday, December 6, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, May 23, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, May 23, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, August 1, 2019ASSIGNED TO PETITION STAFF
Thursday, February 8, 2018ASSIGNED TO LIE
Friday, February 9, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, February 9, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, April 4, 2018PREVIOUS ALLOWANCE COUNT WITHDRAWN
Monday, April 30, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
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
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
Tuesday, September 3, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, September 17, 2019WITHDRAWN FROM PUB - OG REVIEW QUERY
Friday, December 6, 2019TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, December 6, 2019APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, January 14, 2020PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, January 28, 2020APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, February 3, 2020LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, July 11, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, July 11, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, July 11, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Thursday, July 10, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, March 10, 2020REGISTERED-SUPPLEMENTAL REGISTER
Monday, March 10, 2025COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, March 31, 2025TEAS SECTION 8 RECEIVED

Related Keywords

specialist fund certified planning financial