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 REGISTERED as of Tuesday, September 30, 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 | 700 - REGISTERED |
| Status Date | Tuesday, September 30, 2025 |
| Registration Number | 7964790 |
| Registration Date | Tuesday, September 30, 2025 |
| 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 | 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 |
Trademark Events
| Event Date | Event Description |
| Friday, October 18, 2024 | NEW APPLICATION ENTERED |
| Friday, October 18, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 25, 2025 | ASSIGNED TO EXAMINER |
| 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, April 29, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, April 29, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 29, 2025 | NON-FINAL ACTION E-MAILED |
| 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 |
| Monday, July 7, 2025 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, July 8, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 6, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 12, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 12, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 30, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 30, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, July 8, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, July 8, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, July 8, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, July 8, 2025 | EXAMINER'S AMENDMENT ENTERED |
