CERTIFIED INDEPENDENT FIDUCIARY ADVISOR Trademark
Trademark Overview
On Tuesday, August 22, 2023, a trademark application was filed for CERTIFIED INDEPENDENT FIDUCIARY ADVISOR with the United States Patent and Trademark Office. The USPTO has given the CERTIFIED INDEPENDENT FIDUCIARY ADVISOR trademark a serial number of 98144775. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Monday, December 2, 2024. This trademark is owned by PINE CONE II LLC. The CERTIFIED INDEPENDENT FIDUCIARY ADVISOR trademark is filed in the category with the following description:
Financial advising; financial advisor services; financial consulting; financial advisory; fiduciary advising; fiduciary advisor services; fiduciary advisory; fiduciary consulting; insurance agent services; insurance agency services; insurance advisory; insurance advising; insurance consulting; insurance advisor services; retirement planning advisory; financial advisory services regarding securities and insurance products
General Information
| Serial Number | 98144775 |
| Word Mark | CERTIFIED INDEPENDENT FIDUCIARY ADVISOR |
| Filing Date | Tuesday, August 22, 2023 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Monday, December 2, 2024 |
| 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 advising; financial advisor services; financial consulting; financial advisory; fiduciary advising; fiduciary advisor services; fiduciary advisory; fiduciary consulting; insurance agent services; insurance agency services; insurance advisory; insurance advising; insurance consulting; insurance advisor services; retirement planning advisory; financial advisory services regarding securities and insurance products |
| Certification Mark Statement | The certification mark, as used or intended to be used by persons authorized by the certifier, certifies or is intended to certify that the services provided are offered by an individual or entity that has completed required coursework, gone through required learning management system resources, completed a proctored exam, and undergone a background check and a screening for prior offenses and complaints to FINRA. |
Classification Information
| International Class | B - |
| US Class Codes | B |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, September 21, 2023 |
| Primary Code | B |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | PINE CONE II LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Carmel, IN 46032 |
Trademark Events
| Event Date | Event Description |
| Tuesday, April 23, 2024 | ASSIGNED TO EXAMINER |
| Friday, August 25, 2023 | NEW APPLICATION ENTERED |
| Thursday, September 21, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, April 23, 2024 | ASSIGNED TO EXAMINER |
| Thursday, August 1, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, May 1, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 1, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 1, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, August 1, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Friday, November 1, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, November 1, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, November 1, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, December 2, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, December 2, 2024 | FINAL REFUSAL WRITTEN |
| Monday, December 2, 2024 | FINAL REFUSAL E-MAILED |
