| Serial Number | 87112254 |
| Word Mark | C CREATIVE PLANNING |
| Filing Date | Thursday, July 21, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, August 16, 2023 |
| Registration Number | 5212337 |
| Registration Date | Tuesday, May 30, 2017 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 14, 2017 |
| Description of Mark | The mark consists of a stylized letter "C" partially encircling a shaded diamond, which is to the left of the wording "CREATIVE PLANNING" in block-style typeface. |
| Goods and Services | Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; Financial planning; Estate planning services; Financial asset protection and management; Financial services, namely, coordination of an investment portfolio's tax management needs |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Tax preparation; Tax advisory services; Taxation planning, advice, information and consultancy services |
| NOT AVAILABLE | "PLANNING" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 27, 2016 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, March 20, 2016 |
| First Use In Commerce Date | Sunday, March 20, 2016 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 27, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 20, 2016 |
| First Use In Commerce Date | Sunday, March 20, 2016 |
| Party Name | CPI HOLDCO B, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | OVERLAND PARK, KS 66211 |
| Party Name | Creative Planning, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Leawood, KS 66211 |
| Party Name | Creative Planning, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Leawood, KS 66211 |
| Party Name | Creative Planning, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Leawood, KS 66211 |
| Event Date | Event Description |
| Saturday, January 28, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 25, 2016 | NEW APPLICATION ENTERED |
| Wednesday, July 27, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 28, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, November 1, 2016 | ASSIGNED TO EXAMINER |
| Tuesday, November 8, 2016 | PRIORITY ACTION WRITTEN |
| Tuesday, November 8, 2016 | PRIORITY ACTION E-MAILED |
| Tuesday, November 8, 2016 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Friday, January 27, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, January 27, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, January 30, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 22, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 14, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 14, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 30, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, February 28, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, February 28, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, May 30, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, February 26, 2020 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, August 4, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, August 16, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, February 16, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, August 16, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, August 16, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, May 23, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, July 11, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |