| Serial Number | 85501125 |
| Word Mark | OPTIFOUR |
| Filing Date | Wednesday, December 21, 2011 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, April 28, 2023 |
| Registration Number | 4224634 |
| Registration Date | Tuesday, October 16, 2012 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 31, 2012 |
| Goods and Services | Financial planning and investment analysis and advisory services; insurance consulting and brokerage services, estate and trust planning services; and securities brokerage services |
| Goods and Services | Tax and taxation planning, advice, information and consultancy services |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, April 28, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, April 13, 2012 |
| First Use In Commerce Date | Friday, April 13, 2012 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, April 28, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, April 13, 2012 |
| First Use In Commerce Date | Friday, April 13, 2012 |
| Party Name | CREATIVE PLANNING, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | OVERLAND PARK, KS 66211 |
| Party Name | CREATIVE PLANNING, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | OVERLAND PARK, KS 66211 |
| Party Name | OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | MCLEAN, VA 22102 |
| Party Name | OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | MCLEAN, VA 22102 |
| Party Name | OPTIFOUR INTEGRATED WEALTH MANAGEMENT, LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | MCLEAN, VA 22102 |
| Party Name | Optifour Integrated Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | McLean, VA 22102 |
| Event Date | Event Description |
| Friday, April 28, 2023 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Saturday, October 16, 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, July 28, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, July 14, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, February 28, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, February 28, 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, February 28, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, February 15, 2018 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, October 16, 2017 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, September 20, 2017 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, September 20, 2017 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, October 16, 2012 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 31, 2012 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 31, 2012 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 11, 2012 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, June 27, 2012 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, June 21, 2012 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Wednesday, June 20, 2012 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, June 20, 2012 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 20, 2012 | USE AMENDMENT ACCEPTED |
| Tuesday, June 19, 2012 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, June 19, 2012 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, June 16, 2012 | AMENDMENT TO USE PROCESSING COMPLETE |
| Saturday, June 16, 2012 | USE AMENDMENT FILED |
| Friday, June 15, 2012 | TEAS AMENDMENT OF USE RECEIVED |
| Friday, June 15, 2012 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 27, 2012 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 27, 2012 | NON-FINAL ACTION E-MAILED |
| Tuesday, March 27, 2012 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 27, 2012 | ASSIGNED TO EXAMINER |
| Monday, January 23, 2012 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, January 23, 2012 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 6, 2012 | ASSIGNED TO LIE |
| Tuesday, January 3, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 27, 2011 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Saturday, December 24, 2011 | NEW APPLICATION ENTERED |