CREATIVE PLANNING Trademark

Trademark Overview

On Thursday, July 11, 2013, a trademark application was filed for CREATIVE PLANNING with the United States Patent and Trademark Office. The USPTO has given the CREATIVE PLANNING trademark a serial number of 86007561. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, May 29, 2024. This trademark is owned by Creative Planning, Inc.. The CREATIVE PLANNING trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

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

Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services
creative planning

General Information

Serial Number86007561
Word MarkCREATIVE PLANNING
Filing DateThursday, July 11, 2013
Status800 - REGISTERED AND RENEWED
Status DateWednesday, May 29, 2024
Registration Number4494416
Registration DateTuesday, March 11, 2014
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 24, 2013

Trademark Statements

Amendment to a Registration/Renewal CertificateThe drawing is amended to appear as follows: CREATIVE PLANNING, And, In the statement, line 17, "INC". is deleted.
Goods and ServicesFinancial 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
Goods and ServicesTax preparation; tax advisory services; taxation planning, advice, information and consultancy services
NOT AVAILABLE"PLANNING"

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, July 19, 2013
Primary Code035
First Use Anywhere DateMonday, November 30, 1981
First Use In Commerce DateMonday, November 30, 1981
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, July 19, 2013
Primary Code036
First Use Anywhere DateMonday, November 30, 1981
First Use In Commerce DateMonday, November 30, 1981

Trademark Owner History

Party NameCPI HOLDCO B, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressOVERLAND PARK, KS 66211
Party NameCreative Planning, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressOverland Park, KS 66211
Party NameCreative Planning, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressLeawood, KS 66211
Party NameCreative Planning, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLeawood, KS 66211

Trademark Events

Event DateEvent Description
Thursday, October 24, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, July 15, 2013NEW APPLICATION ENTERED
Friday, July 19, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 24, 2013ASSIGNED TO EXAMINER
Thursday, October 24, 2013NON-FINAL ACTION WRITTEN
Thursday, October 24, 2013NON-FINAL ACTION E-MAILED
Wednesday, October 30, 2013EXAMINERS AMENDMENT -WRITTEN
Wednesday, October 30, 2013EXAMINERS AMENDMENT E-MAILED
Wednesday, October 30, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, October 30, 2013EXAMINER'S AMENDMENT ENTERED
Wednesday, October 30, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, November 19, 2013ASSIGNED TO LIE
Tuesday, November 19, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, December 4, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 24, 2013PUBLISHED FOR OPPOSITION
Tuesday, December 24, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 11, 2014REGISTERED-PRINCIPAL REGISTER
Thursday, February 28, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, February 28, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, March 11, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, April 17, 2019TEAS SECTION 7 REQUEST RECEIVED
Wednesday, May 1, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, May 6, 2019AMENDMENT UNDER SECTION 7 - PROCESSED
Tuesday, July 23, 2019TEAS SECTION 8 & 15 RECEIVED
Tuesday, September 3, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, September 3, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, September 3, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, February 26, 2020ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, August 4, 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Saturday, March 11, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, February 16, 2024TEAS SECTION 8 & 9 RECEIVED
Wednesday, May 29, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, May 29, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, May 29, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, May 29, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, July 11, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, May 23, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

planning creative investment services financial management advice namely advisory preparation needs