Trademark: 98239959
Word
AAMS
Status
Pending
Status Code
661
Status Date
Friday, May 3, 2024
Serial Number
98239959
Mark Type
4
Filing Date
Wednesday, October 25, 2023

Trademark Owner History

Classifications
Providing services in the fields of finance and financial planning in the areas of asset management, investment performance, asset allocation and selection, investment strategies, portfolio management, deferred compensation and benefits, insurance, taxation, retirement, and estate planning
ACCREDITED ASSET MANAGEMENT SPECIALIST
This certification mark, as intended to be used by persons authorized by the certifier, is intended to certify that the services provided have been performed by persons that have completed educational course work requirements of the certifier, said course requirements relating to services in the field of finance and financial planning, which includes asset management, investment performance, asset allocation and selection, investment strategies, portfolio management, deferred compensation and benefits, insurance, taxation, retirement, and estate planning; and has completed the associated examinations administered by the certifier in a satisfactory manner, has agreed to adhere to the certifier's standards for professional responsibility, and has completed all continuing education requirements as set forth by the certifier.

Trademark Events
Oct 31, 2023
New Application Office Supplied Data Entered
Jan 10, 2024
Assigned To Examiner
Oct 28, 2023
New Application Entered
Jan 16, 2024
Non-Final Action E-Mailed
Jan 16, 2024
Non-Final Action Written
Jan 16, 2024
Notification Of Non-Final Action E-Mailed
Feb 6, 2024
Non-Final Action Written
Feb 6, 2024
Non-Final Action E-Mailed
Feb 6, 2024
Notification Of Non-Final Action E-Mailed
May 3, 2024
Teas/Email Correspondence Entered
May 3, 2024
Correspondence Received In Law Office
May 3, 2024
Teas Response To Office Action Received

Trademark Alertz updated from USPTO on 2030-01-24