CERTIFIED FIDUCIARY & INVESTMENT RISK SPECIALIST

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 18 Dec 2024)

What this means for you

Registered since 21 May 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87870932
Registration number
5754823
Mark type
Stylized text
Filed
10 Apr 2018
Published for opposition
05 Mar 2019
Registered
21 May 2019
Attorney of record
Scott A. Horstemeyer

Goods and services

  • Class 041 — Education and entertainment services: Educational training services, namely, conducting seminars and courses of instruction for professionals charged with the oversight, compliance, and regulation of financial firms conducting business in the field of fiduciary services including estate-planning, trusts, investments, wealth management and employee benefits

Owner

Prosecution history

  • 21 Nov 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 21 Nov 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 21 Nov 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 18 Dec 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 18 Dec 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 18 Dec 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 18 Jul 2024 — TEAS SECTION 8 & 15 RECEIVED
  • 21 May 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 24 Feb 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 24 Feb 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 24 Feb 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 24 Feb 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 24 Feb 2022 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 21 May 2019 — REGISTERED-PRINCIPAL REGISTER
  • 05 Mar 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

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