SOCIAL IMPACT FINANCIAL Trademark

Trademark Overview


On Wednesday, June 24, 2020, a trademark application was filed for SOCIAL IMPACT FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the SOCIAL IMPACT FINANCIAL trademark a serial number of 90018819. The federal status of this trademark filing is REGISTERED as of Tuesday, December 22, 2020. This trademark is owned by Creative Planning, LLC. The SOCIAL IMPACT FINANCIAL trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services

Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; financial planning; estate planning services; financial asset protection and management; financial services, namely, coordination of an investment portfolio's tax management needs
social impact financial

General Information


Serial Number90018819
Word MarkSOCIAL IMPACT FINANCIAL
Filing DateWednesday, June 24, 2020
Status700 - REGISTERED
Status DateTuesday, December 22, 2020
Registration Number6230527
Registration DateTuesday, December 22, 2020
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesTax preparation; tax advisory services; taxation planning, advice, information and consultancy services
NOT AVAILABLE"FINANCIAL"
Goods and ServicesFinancial services, namely, investment advice, investment management, investment consultation, investment of funds for others; financial planning; estate planning services; financial asset protection and management; financial services, namely, coordination of an investment portfolio's tax management needs

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 30, 2020
Primary Code035
First Use Anywhere DateFriday, August 7, 2020
First Use In Commerce DateFriday, August 7, 2020

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 30, 2020
Primary Code036
First Use Anywhere DateFriday, August 7, 2020
First Use In Commerce DateFriday, August 7, 2020

Trademark Owner History


Party NameCreative Planning, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66211

Party NameCreative Planning, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66211

Trademark Events


Event DateEvent Description
Saturday, June 27, 2020NEW APPLICATION ENTERED
Thursday, July 30, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, September 25, 2020ASSIGNED TO EXAMINER
Sunday, September 27, 2020NON-FINAL ACTION WRITTEN
Sunday, September 27, 2020NON-FINAL ACTION E-MAILED
Sunday, September 27, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, October 2, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, October 2, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, October 2, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, October 2, 2020TEAS AMENDMENT OF USE RECEIVED
Saturday, October 3, 2020USE AMENDMENT FILED
Saturday, October 3, 2020AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, October 27, 2020USE AMENDMENT ACCEPTED
Tuesday, October 27, 2020EXAMINERS AMENDMENT -WRITTEN
Tuesday, October 27, 2020EXAMINERS AMENDMENT E-MAILED
Tuesday, October 27, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, October 27, 2020EXAMINER'S AMENDMENT ENTERED
Wednesday, October 28, 2020NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Wednesday, October 28, 2020APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, November 9, 2020ASSIGNED TO LIE
Thursday, November 19, 2020LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, December 22, 2020REGISTERED-SUPPLEMENTAL REGISTER
Thursday, May 23, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, July 11, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, December 22, 2025COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED