CERTIFIED INCOME SPECIALIST Trademark

Trademark Overview


On Friday, December 27, 2024, a trademark application was filed for CERTIFIED INCOME SPECIALIST with the United States Patent and Trademark Office. The USPTO has given the CERTIFIED INCOME SPECIALIST trademark a serial number of 98925581. The federal status of this trademark filing is SUSPENSION LETTER - MAILED as of Monday, December 1, 2025. This trademark is owned by Institute of Business & Finance. The CERTIFIED INCOME SPECIALIST trademark is filed in the category with the following description:

Financial advisory services in the field of retirement income
certified income specialist

General Information


Serial Number98925581
Word MarkCERTIFIED INCOME SPECIALIST
Filing DateFriday, December 27, 2024
Status653 - SUSPENSION LETTER - MAILED
Status DateMonday, December 1, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
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 authorized persons, certifies that certified individuals have earned a passing score on a standardized test and have shown mastery of taxation in relation to financial planning.
Goods and ServicesFinancial advisory services in the field of retirement income

Classification Information


International ClassB -
US Class CodesB
Class Status Code6 - Active
Class Status DateFriday, December 27, 2024
Primary CodeB
First Use Anywhere DateFriday, November 30, 2001
First Use In Commerce DateFriday, November 30, 2001

Trademark Owner History


Party NameInstitute of Business & Finance
Party Type10 - Original Applicant
Legal Entity Type54 - NOT AVAILABLE
AddressSan Diego, CA 92110

Trademark Events


Event DateEvent Description
Friday, December 27, 2024NEW APPLICATION ENTERED
Friday, December 27, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, June 11, 2025ASSIGNED TO EXAMINER
Monday, June 23, 2025NON-FINAL ACTION WRITTEN
Monday, June 23, 2025NON-FINAL ACTION E-MAILED
Monday, June 23, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, September 5, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Friday, September 5, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Tuesday, November 11, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 11, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, November 11, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, December 1, 2025SUSPENSION LETTER WRITTEN
Monday, December 1, 2025LETTER OF SUSPENSION E-MAILED
Monday, December 1, 2025NOTIFICATION OF LETTER OF SUSPENSION E-MAILED