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 NON-FINAL ACTION - MAILED as of Monday, June 23, 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
General Information
| Serial Number | 98925581 |
| Word Mark | CERTIFIED INCOME SPECIALIST |
| Filing Date | Friday, December 27, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, June 23, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial advisory services in the field of retirement income |
| Certification Mark Statement | The 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. |
Classification Information
| International Class | B - |
| US Class Codes | B |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, December 27, 2024 |
| Primary Code | B |
| First Use Anywhere Date | Friday, November 30, 2001 |
| First Use In Commerce Date | Friday, November 30, 2001 |
Trademark Owner History
| Party Name | Institute of Business & Finance |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 54 - NOT AVAILABLE |
| Address | San Diego, CA 92110 |
Trademark Events
| Event Date | Event Description |
| Friday, December 27, 2024 | NEW APPLICATION ENTERED |
| Friday, December 27, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, June 11, 2025 | ASSIGNED TO EXAMINER |
| Monday, June 23, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, September 5, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Friday, September 5, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Monday, June 23, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 23, 2025 | NON-FINAL ACTION WRITTEN |
