CERTIFIED SPECIALIST IN RETIREMENT PLANNING Trademark

Trademark Overview

On Monday, January 24, 2005, a trademark application was filed for CERTIFIED SPECIALIST IN RETIREMENT PLANNING with the United States Patent and Trademark Office. The USPTO has given the CERTIFIED SPECIALIST IN RETIREMENT PLANNING trademark a serial number of 76628806. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, June 10, 2015. This trademark is owned by National Institute for Excellence in Professional Education. The CERTIFIED SPECIALIST IN RETIREMENT 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 retirement planning, and distributing course materials in connection therewith
certified specialist in retirement planning

General Information

Serial Number76628806
Word MarkCERTIFIED SPECIALIST IN RETIREMENT PLANNING
Filing DateMonday, January 24, 2005
Status800 - REGISTERED AND RENEWED
Status DateWednesday, June 10, 2015
Registration Number3064913
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 retirement 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
Monday, February 7, 2005NEW APPLICATION ENTERED
Tuesday, August 23, 2005ASSIGNED TO EXAMINER
Monday, August 29, 2005NON-FINAL ACTION WRITTEN
Thursday, September 29, 2005CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, October 7, 2005TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, October 14, 2005APPROVED FOR PUB - PRINCIPAL REGISTER
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
Thursday, September 29, 2005TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 22, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, February 8, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, March 28, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, May 20, 2015TEAS SECTION 8 & 9 RECEIVED
Wednesday, June 10, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, June 10, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, June 10, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, June 10, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Tuesday, July 28, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, February 8, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, March 7, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, June 14, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
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

Related Keywords

planning retirement specialist certified distributing course materials therewith connection field workshops namely