FINANCIAL BEHAVIOR SPECIALIST Trademark
Trademark Overview
On Monday, December 29, 2014, a trademark application was filed for FINANCIAL BEHAVIOR SPECIALIST with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL BEHAVIOR SPECIALIST trademark a serial number of 76717405. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Wednesday, May 25, 2016. This trademark is owned by Financial Psychology Institute, LLC. The FINANCIAL BEHAVIOR SPECIALIST trademark is filed in the category with the following description:
Persons certified as Financial Behavior Specialist, the certification mark, as used or intended to be used, have the following: (1) a Bachelor's Degree or higher from a Regionally Accredited Institute of higher learning; (2) a license, registration, and/or certification in financial planning and/or a mental health field; (3) met the financial behavior educational requirements of: (a) participation in 24-month training and consulting program; (b) demonstrated competency in 10 Core areas of financial behavior through Financial Planning Institute ("FPl") training/testing or equivalent course work completed at another institution (e.g. Kansas State University's Certificate in Financial Therapy); and (c) participated in an FPI Workshop; and (4) adhered and to continue to adhere to a "fiduciary standard" in interactions with clients and follow the ethics code of either the Certified Financial Planning Board of Standards ("CFP") and/or American Psychological Association, depending on Professi...
General Information
| Serial Number | 76717405 |
| Word Mark | FINANCIAL BEHAVIOR SPECIALIST |
| Filing Date | Monday, December 29, 2014 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Wednesday, May 25, 2016 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Persons certified as Financial Behavior Specialist, the certification mark, as used or intended to be used, have the following: (1) a Bachelor's Degree or higher from a Regionally Accredited Institute of higher learning; (2) a license, registration, and/or certification in financial planning and/or a mental health field; (3) met the financial behavior educational requirements of: (a) participation in 24-month training and consulting program; (b) demonstrated competency in 10 Core areas of financial behavior through Financial Planning Institute ("FPl") training/testing or equivalent course work completed at another institution (e.g. Kansas State University's Certificate in Financial Therapy); and (c) participated in an FPI Workshop; and (4) adhered and to continue to adhere to a "fiduciary standard" in interactions with clients and follow the ethics code of either the Certified Financial Planning Board of Standards ("CFP") and/or American Psychological Association, depending on Profession; and (5) 20 Hours of Continuing Education Unites ("CEU") in approved courses related to financial behavior every 2 years, either through the FPI or other pre-approved providers |
Classification Information
| International Class | B - |
| US Class Codes | B |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 2, 2015 |
| Primary Code | B |
| First Use Anywhere Date | Wednesday, December 31, 2008 |
| First Use In Commerce Date | Wednesday, December 31, 2008 |
Trademark Owner History
| Party Name | Financial Psychology Institute, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Nashville, TN 37203 |
Trademark Events
| Event Date | Event Description |
| Wednesday, May 25, 2016 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| Wednesday, May 25, 2016 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Wednesday, October 28, 2015 | FINAL REFUSAL MAILED |
| Wednesday, October 28, 2015 | FINAL REFUSAL WRITTEN |
| Friday, October 9, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, October 8, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, October 8, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 8, 2015 | NON-FINAL ACTION MAILED |
| Tuesday, April 7, 2015 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 7, 2015 | ASSIGNED TO EXAMINER |
| Tuesday, January 6, 2015 | APPLICATION FILING RECEIPT MAILED |
| Friday, January 2, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
