CERTIFIED SPECIALIST IN ESTATE PLANNING Trademark

Trademark Overview


On Monday, January 24, 2005, a trademark application was filed for CERTIFIED SPECIALIST IN ESTATE PLANNING with the United States Patent and Trademark Office. The USPTO has given the CERTIFIED SPECIALIST IN ESTATE PLANNING trademark a serial number of 76628812. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, June 11, 2015. This trademark is owned by National Institute for Excellence in Professional Education. The CERTIFIED SPECIALIST IN ESTATE PLANNING trademark is filed in the Education & Entertainment Services category with the following description:

educational services, namely, conducting classes, seminars, conferences, and workshops in the field of estate planning, and distributing course materials in connection therewith
certified specialist in estate planning

General Information


Serial Number76628812
Word MarkCERTIFIED SPECIALIST IN ESTATE PLANNING
Filing DateMonday, January 24, 2005
Status800 - REGISTERED AND RENEWED
Status DateThursday, June 11, 2015
Registration Number3064914
Registration DateTuesday, March 7, 2006
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 13, 2005

Trademark Statements


Goods and Serviceseducational services, namely, conducting classes, seminars, conferences, and workshops in the field of estate planning, and distributing course materials in connection therewith

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, February 7, 2005
Primary Code041
First Use Anywhere DateThursday, August 5, 1999
First Use In Commerce DateThursday, August 5, 1999

Trademark Owner History


Party NameSURGENT MCCOY CPE, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressDEVON, PA 19333

Party NameNational Institute for Excellence in Professional Education
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressDevon, PA 19333

Party NameNational Institute for Excellence in Professional Education
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressDevon, PA 19333

Party NameNational Institute for Excellence in Professional Education
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDevon, PA 19333

Trademark Events


Event DateEvent Description
Tuesday, August 30, 2005NON-FINAL ACTION MAILED
Thursday, September 29, 2005TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 29, 2005CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, February 7, 2005NEW APPLICATION ENTERED
Tuesday, August 23, 2005ASSIGNED TO EXAMINER
Monday, August 29, 2005NON-FINAL ACTION WRITTEN
Friday, October 7, 2005TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, October 21, 2005ASSIGNED TO LIE
Wednesday, October 26, 2005LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, November 23, 2005NOTICE OF PUBLICATION
Tuesday, December 13, 2005PUBLISHED FOR OPPOSITION
Tuesday, March 7, 2006REGISTERED-PRINCIPAL REGISTER
Thursday, March 10, 2011TEAS SECTION 8 & 15 RECEIVED
Tuesday, March 22, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 28, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, October 14, 2005APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 20, 2015TEAS SECTION 8 & 9 RECEIVED
Tuesday, July 28, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, February 8, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, February 8, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, February 8, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, February 8, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, June 14, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, March 7, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, February 8, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, June 11, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, June 11, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, June 11, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, June 11, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED