CREATIVE PLANNING Trademark
Trademark Overview
On Friday, October 18, 2024, 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 98808749. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, July 24, 2025. This trademark is owned by CPI Holdco B, LLC. The CREATIVE PLANNING trademark is filed in the Education & Entertainment Services and Computer & Software Services & Scientific Services categories with the following description:
Technical consulting in the field of cybersecurity risk management training
Computer services, namely, remote management of information technology (IT) systems of others; computer services namely on-site management of information technology (IT) systems of others; technology consultation in the field of cybersecurity; cybersecurity services in the nature of restricting unauthorized access to computer systems; computer network design for others; technological consultancy in the nature of computer software consulting relating to in the fields of data analytics, data science, data integration, and artificial intelligence (AI) technology; consulting in the field of IT project management; technological consulting in the field of cybersecurity risk management training
General Information
| Serial Number | 98808749 |
| Word Mark | CREATIVE PLANNING |
| Filing Date | Friday, October 18, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Thursday, July 24, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 12, 2025 |
Trademark Statements
| Goods and Services | Technical consulting in the field of cybersecurity risk management training |
| NOT AVAILABLE | "PLANNING" |
| Goods and Services | Computer services, namely, remote management of information technology (IT) systems of others; computer services namely on-site management of information technology (IT) systems of others; technology consultation in the field of cybersecurity; cybersecurity services in the nature of restricting unauthorized access to computer systems; computer network design for others; technological consultancy in the nature of computer software consulting relating to in the fields of data analytics, data science, data integration, and artificial intelligence (AI) technology; consulting in the field of IT project management; technological consulting in the field of cybersecurity risk management training |
Classification Information
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 18, 2024 |
| Primary Code | 041 |
| First Use Anywhere Date | Saturday, July 1, 2023 |
| First Use In Commerce Date | Saturday, July 1, 2023 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 18, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Saturday, July 1, 2023 |
| First Use In Commerce Date | Saturday, July 1, 2023 |
Trademark Owner History
| Party Name | CPI Holdco B, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Overland Park, KS 66211 |
Trademark Events
| Event Date | Event Description |
| Friday, October 18, 2024 | NEW APPLICATION ENTERED |
| Tuesday, March 25, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, April 29, 2025 | ASSIGNED TO EXAMINER |
| Friday, October 18, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, April 29, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, April 29, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 29, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, May 19, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, May 19, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, May 20, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, May 20, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 17, 2025 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Tuesday, July 8, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, July 8, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, July 7, 2025 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, July 8, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, July 8, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, July 8, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
