| Serial Number | 90851066 |
| Word Mark | WEALTH-CHANGING QUESTION |
| Filing Date | Tuesday, July 27, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, September 5, 2023 |
| Registration Number | 7158257 |
| Registration Date | Tuesday, September 5, 2023 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 21, 2021 |
| Goods and Services | Estate planning services; Estate trust management; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; Financial planning; Financial asset protection and management; Financial services, namely, coordination of an investment portfolio's tax management needs; Financial trust administration; Investment management in field of qualified plans; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance |
| Goods and Services | Tax advisory services; Tax preparation; 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 | 6 - Active |
| Class Status Date | Friday, September 24, 2021 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, September 2, 2021 |
| First Use In Commerce Date | Thursday, September 2, 2021 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, September 24, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, September 2, 2021 |
| First Use In Commerce Date | Thursday, September 2, 2021 |
| Party Name | Creative Planning, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Overland Park, KS 66211 |
| Party Name | Creative Planning, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Overland Park, KS 66211 |
| Party Name | Creative Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Overland Park, KS 66211 |
| Event Date | Event Description |
| Friday, July 30, 2021 | NEW APPLICATION ENTERED |
| Friday, September 24, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 9, 2021 | ASSIGNED TO EXAMINER |
| Thursday, November 18, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 1, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 21, 2021 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 21, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 15, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, March 4, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Friday, March 4, 2022 | USE AMENDMENT FILED |
| Tuesday, March 29, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, March 30, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, April 4, 2022 | ASSIGNED TO LIE |
| Monday, April 4, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 4, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, May 3, 2022 | SU - NON-FINAL ACTION - WRITTEN |
| Tuesday, May 3, 2022 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 3, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, May 6, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, May 9, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, May 9, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, August 3, 2023 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, August 4, 2023 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, September 5, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, September 5, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, May 23, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, July 11, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |