CERTIFIED FUND SPECIALIST

LIVE

Serial Number

87460917

Owner

Institute of Business & Finance

Attorney

Josh Gerben

First Use Date

Mar 1, 1988

Filing Date

May 23, 2017

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CERTIFIED FUND SPECIALIST Trademark

Serial Number: 87460917 • Registration: 6009760

CERTIFIED FUND SPECIALIST is a trademark filed by Institute of Business & Finance on May 23, 2017. The trademark is classified under unclassified. The application is currently registered and active.

Owner Contact Info

Institute of Business & Finance (11 trademarks)

2701 Midway Drive #371243
San Diego, CA 92137

Entity Type: 03

Legal Representation

Attorney of Record

Josh Gerben

790 trademarks filed View all →

Correspondence Address

Josh Gerben Gerben Perrott, PLLC

1050 CONNECTICUT AVE. NW

SUITE 500

WASHINGTON, DC 20036-5334

United States

Trademark Details

Filing Date

May 23, 2017

Registration Date

March 10, 2020

First Use Anywhere

March 1, 1988

First Use in Commerce

March 1, 1988

Goods & Services

Financial planning

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Jul 11, 2025 NAS8

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Jul 11, 2025 8.OK

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jul 11, 2025 APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jul 10, 2025 APRE

TEAS SECTION 8 RECEIVED

Mar 31, 2025 ES8R

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Mar 10, 2025 REM1

REGISTERED-SUPPLEMENTAL REGISTER

Mar 10, 2020 R.SR

LAW OFFICE PUBLICATION REVIEW COMPLETED

Feb 3, 2020 PREV

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Jan 28, 2020 CNTA

PREVIOUS ALLOWANCE COUNT WITHDRAWN

Jan 14, 2020 ZZZX

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Dec 6, 2019 CHAN

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Dec 6, 2019 COAR

WITHDRAWN FROM PUB - OG REVIEW QUERY

Sep 17, 2019 PBCR

LAW OFFICE PUBLICATION REVIEW COMPLETED

Sep 3, 2019 PREV

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Aug 26, 2019 CNTA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Aug 20, 2019 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Aug 20, 2019 REAP

NOTICE OF REVIVAL - E-MAILED

Aug 5, 2019 NREV

TEAS/EMAIL CORRESPONDENCE ENTERED

Aug 5, 2019 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Aug 5, 2019 CRFA

PETITION GRANTED - RESPONSE RECEIVED

Aug 5, 2019 PGRR

ASSIGNED TO PETITION STAFF

Aug 1, 2019 APET

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jun 13, 2019 TROA

TEAS PETITION TO REVIVE RECEIVED

Jun 13, 2019 PROA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

May 23, 2019 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

May 23, 2019 REAP

NOTIFICATION OF FINAL REFUSAL EMAILED

Dec 6, 2018 GNFN

FINAL REFUSAL E-MAILED

Dec 6, 2018 GNFR

FINAL REFUSAL WRITTEN

Dec 6, 2018 CNFR

TEAS/EMAIL CORRESPONDENCE ENTERED

Nov 9, 2018 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Nov 9, 2018 CRFA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Oct 27, 2018 TROA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Apr 30, 2018 GNRN

NON-FINAL ACTION E-MAILED

Apr 30, 2018 GNRT

NON-FINAL ACTION WRITTEN

Apr 30, 2018 CNRT

PREVIOUS ALLOWANCE COUNT WITHDRAWN

Apr 4, 2018 ZZZX

WITHDRAWN FROM PUB - OG REVIEW QUERY

Mar 20, 2018 PBCR

APPROVED FOR PUB - PRINCIPAL REGISTER

Mar 6, 2018 CNSA

TEAS/EMAIL CORRESPONDENCE ENTERED

Feb 9, 2018 TEME

CORRESPONDENCE RECEIVED IN LAW OFFICE

Feb 9, 2018 CRFA

ASSIGNED TO LIE

Feb 8, 2018 ALIE

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jan 31, 2018 TROA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Aug 28, 2017 GNRN

NON-FINAL ACTION E-MAILED

Aug 28, 2017 GNRT

NON-FINAL ACTION WRITTEN

Aug 28, 2017 CNRT

ASSIGNED TO EXAMINER

Aug 21, 2017 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

May 31, 2017 NWOS

NEW APPLICATION ENTERED

May 26, 2017 NWAP

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