CERTIFIED SPECIALIST IN ESTATE PLANNING

What this means for you

Registered since 07 Mar 2006. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 07 Mar 2016).

Record

Serial number

76628812

Registration number

3064914

Mark type

Stylized text

Filed

24 Jan 2005

Published for opposition

13 Dec 2005

Registered

07 Mar 2006

Next maintenance due

07 Mar 2016

Attorney of record

Jenna-Marie Tracy, Esq.

Goods and services

• Class 041 — Education and entertainment services: educational services, namely, conducting classes, seminars, conferences, and workshops in the field of estate planning, and distributing course materials in connection therewith

Owner

• SURGENT MCCOY CPE, LLC, DEVON, PA, US
• National Institute for Excellence in Professional Education, Devon, PA, US
• National Institute for Excellence in Professional Education, Devon, PA, US
• National Institute for Excellence in Professional Education, Devon, PA, US

Prior registrations

• Registration 2384383

Prosecution history

• 07 Mar 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
• 14 Jun 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
• 08 Feb 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 08 Feb 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 08 Feb 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 08 Feb 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 08 Feb 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
• 28 Jul 2015 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 11 Jun 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
• 11 Jun 2015 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
• 11 Jun 2015 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
• 11 Jun 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 20 May 2015 — TEAS SECTION 8 & 9 RECEIVED
• 28 Mar 2011 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
• 22 Mar 2011 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL