| Serial Number | 88570192 |
| Word Mark | INVESTMENT PLANNING ESTATE PLANNING TAXPLANNING INSURANCE PLANNING INCOME PLANNING |
| Filing Date | Wednesday, August 7, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 10, 2020 |
| Registration Number | 6006663 |
| Registration Date | Tuesday, March 10, 2020 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 24, 2019 |
| Goods and Services | Educational services, namely, providing continuing professional education courses in the field of financial planning |
| Description of Mark | The mark consists of a 5 section pie chart image. Each section has an arrow that leads into the section clockwise to it. The purple section has the words "ESTATE PLANNING" in black text located towards the outer perimeter of the section. An orange section follows next clockwise with the text "TAX PLANNING" in black located at the perimeter. A pink section follows next with black lettering saying "INSURANCE PLANNING". A blue section follows with "INCOME PLANNING" written in black text. A green section follows with "INVESTMENT PLANNING" written in black text. Three black figurine, two male and one female, are located in the center of the image with one male having a white tie. |
| Indication of Colors claimed | The color(s) Pink, purple, green, blue, white, orange and black is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "INVESTMENT PLANNING", "ESTATE PLANNING", "TAX PLANNING", "INSURANCE PLANNING", "INCOME PLANNING" |
| 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 | Saturday, August 24, 2019 |
| Primary Code | 041 |
| First Use Anywhere Date | Wednesday, August 1, 2018 |
| First Use In Commerce Date | Wednesday, August 1, 2018 |
| Party Name | Advanced Planning Educational Group, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Sterling Heights, MI 48312 |
| Party Name | Advanced Planning Educational Group, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Sterling Heights, MI 48312 |
| Party Name | Advanced Planning Educational Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Sterling Heights, MI 48312 |
| Event Date | Event Description |
| Saturday, August 10, 2019 | NEW APPLICATION ENTERED |
| Tuesday, August 27, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, November 8, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, December 4, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, August 24, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, November 6, 2019 | ASSIGNED TO EXAMINER |
| Friday, November 8, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, November 8, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Friday, November 8, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, November 14, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, November 18, 2019 | ASSIGNED TO LIE |
| Tuesday, December 24, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 10, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, October 6, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, October 8, 2025 | POST REGISTRATION ACTION MAILED - SEC. 8 |
| Monday, June 16, 2025 | TEAS SECTION 8 RECEIVED |
| Tuesday, December 24, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, March 10, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |