FINANCIAL BEHAVIOR SPECIALIST
Dead / Abandoned — Abandoned — failure to respond (as of 25 May 2016)
What this means for you
This application is over — abandoned 29 Apr 2016. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.
Record
- Serial number
- 76717405
- Mark type
- Word mark
- Filed
- 29 Dec 2014
- Abandoned
- 29 Apr 2016
- Attorney of record
- James R. Cartiglia
Goods and services
- 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
Owner
- Financial Psychology Institute, LLC, Nashville, TN, US
Prosecution history
- 25 May 2016 — ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
- 25 May 2016 — ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
- 28 Oct 2015 — FINAL REFUSAL MAILED
- 28 Oct 2015 — FINAL REFUSAL WRITTEN
- 09 Oct 2015 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 08 Oct 2015 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 08 Oct 2015 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 08 Apr 2015 — NON-FINAL ACTION MAILED
- 07 Apr 2015 — NON-FINAL ACTION WRITTEN
- 07 Apr 2015 — ASSIGNED TO EXAMINER
- 06 Jan 2015 — APPLICATION FILING RECEIPT MAILED
- 02 Jan 2015 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED