| Serial Number | 90851338 |
| Word Mark | C CREATIVE PLANNING |
| Filing Date | Tuesday, July 27, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 16, 2022 |
| Registration Number | 6819477 |
| Registration Date | Tuesday, August 16, 2022 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 31, 2022 |
| Description of Mark | The mark consists of a stylized letter "C" having a diamond shape centrally located therein, and the words "CREATIVE PLANNING" located to the right of the letter "C". |
| 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; financial trust administration; estate trust management; investment management in field of qualified plans; insurance consultancy services, namely, providing advice in the field of property and casualty insurance; strategic corporate financial advisory services |
| Goods and Services | Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services; business valuation services; business appraisal 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 | Friday, September 24, 2021 |
| 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 | Friday, September 24, 2021 |
| 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 | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Overland Park, KS 66211 |
| Party Name | CPI Holdco B, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Overland Park, KS 66211 |
| Party Name | CPI Holdco B, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Overland Park, KS 66211 |
| Event Date | Event Description |
| Friday, July 30, 2021 | NEW APPLICATION ENTERED |
| Friday, September 24, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, September 25, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, April 21, 2022 | ASSIGNED TO EXAMINER |
| Tuesday, May 31, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 31, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 26, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, April 26, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, April 26, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 26, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, April 27, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 11, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 16, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 16, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Thursday, May 23, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, July 11, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |