CRITICAL PLANNING INSTITUTE Trademark
Trademark Overview
On Monday, December 9, 2024, a trademark application was filed for CRITICAL PLANNING INSTITUTE with the United States Patent and Trademark Office. The USPTO has given the CRITICAL PLANNING INSTITUTE trademark a serial number of 98892292. The federal status of this trademark filing is REGISTERED as of Tuesday, September 2, 2025. This trademark is owned by Franklin Retirement Solutions. The CRITICAL PLANNING INSTITUTE trademark is filed in the Education & Entertainment Services category with the following description:
Educational services, namely, conducting classes in the field of retirement planning
General Information
| Serial Number | 98892292 |
| Word Mark | CRITICAL PLANNING INSTITUTE |
| Filing Date | Monday, December 9, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 2, 2025 |
| Registration Number | 7926055 |
| Registration Date | Tuesday, September 2, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 15, 2025 |
Trademark Statements
| Goods and Services | Educational services, namely, conducting classes in the field of retirement planning |
| NOT AVAILABLE | Planning Institute |
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 | Monday, December 9, 2024 |
| Primary Code | 041 |
| First Use Anywhere Date | Saturday, October 12, 2024 |
| First Use In Commerce Date | Saturday, October 12, 2024 |
Trademark Owner History
| Party Name | Franklin Retirement Solutions |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | HORSHAM, PA 19044-3436 |
| Party Name | Franklin Retirement Solutions |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | HORSHAM, PA 19044-3436 |
| Party Name | Franklin Retirement Solutions |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | HORSHAM, PA 19044-3436 |
Trademark Events
| Event Date | Event Description |
| Monday, December 9, 2024 | NEW APPLICATION ENTERED |
| Monday, December 9, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 28, 2025 | ASSIGNED TO EXAMINER |
| Friday, June 6, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, June 6, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, June 6, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 6, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, June 6, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 6, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, June 10, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 9, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 15, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 15, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 2, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 2, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
