Trademark: 87650305
Word
FBS
Status Date
Tuesday, October 9, 2018
Registration Number
5578522
Registration Date
Tuesday, October 9, 2018
Filing Date
Wednesday, October 18, 2017
Published for Opposition
Tuesday, June 26, 2018
Financial consulting incorporating the concepts of financial psychology, behavioral finance, and related fields
FINANCIAL BEHAVIOR SPECIALIST
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 being provided by a financial consultant that meets each of the following criteria: (1) has earned a Bachelor's Degree or higher from a Regionally Accredited Institute of higher learning; (2) has license, registration, and/or certification in financial planning, counseling, coaching, mental health, or a related field; (3) has completed a Certificate in Financial Psychology and Behavioral Finance or related field; (4) adherence to a "fiduciary standard" in interactions with clients and to follow the ethics code of either the CFP Board and/or American Psychological Association, depending on profession; performance of 20 Hours of continuing education units in approved courses related to financial planning, financial behavior, or a related field every 2 years, either through the Financial Psychology Institute or other approved providers; receipt of two letters of recommendation from professionals familiar with financial psychology or financial therapy, and who are also familiar with the provider's work.
Jan 28, 2018
Non-Final Action E-Mailed
Oct 27, 2017
New Application Office Supplied Data Entered
Jan 28, 2018
Assigned To Examiner
Jan 28, 2018
Non-Final Action Written
Jan 28, 2018
Notification Of Non-Final Action E-Mailed
May 15, 2018
Teas Response To Office Action Received
May 22, 2018
Assigned To Lie
May 24, 2018
Correspondence Received In Law Office
May 24, 2018
Teas/Email Correspondence Entered
May 24, 2018
Approved For Pub - Principal Register
Jul 15, 2018
Extension Of Time To Oppose Received
Jun 6, 2018
Notification Of Notice Of Publication E-Mailed
Jun 26, 2018
Published For Opposition
Jun 26, 2018
Official Gazette Publication Confirmation E-Mailed
Sep 5, 2018
Extension Of Time To Oppose Process - Terminated
Oct 9, 2018
Registered-Principal Register
Sep 4, 2022
Teas Change Of Owner Address Received
Sep 4, 2022
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Sep 4, 2022
Attorney/Dom.Rep.Revoked And/Or Appointed
Sep 4, 2022
Teas Change Of Correspondence Received
Sep 4, 2022
Applicant/Correspondence Changes (Non-Responsive) Entered
Oct 9, 2023
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Nov 3, 2023
Teas Section 8 & 15 Received
May 5, 2024
Case Assigned To Post Registration Paralegal
May 3, 2024
Case Assigned To Post Registration Paralegal
Trademark Alertz updated from USPTO on 2030-01-24
