CREATIVE PLANNING
Live / Registered — Registered and renewed (as of 29 May 2024)
What this means for you
Registered since 11 Mar 2014. 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 11 Mar 2024).
Record
- Serial number
- 86007561
- Registration number
- 4494416
- Mark type
- Stylized text
- Filed
- 11 Jul 2013
- Published for opposition
- 24 Dec 2013
- Registered
- 11 Mar 2014
- Next maintenance due
- 11 Mar 2024
- Attorney of record
- Michael E. Broms
Goods and services
- Class 035 — Advertising and business services: Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services
- Class 036 — Insurance and financial 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
Owner
- CPI HOLDCO B, LLC, OVERLAND PARK, KS, US
- Creative Planning, Inc., Overland Park, KS, US
- Creative Planning, Inc., Leawood, KS, US
- Creative Planning, Inc., Leawood, KS, US
Prosecution history
- 11 Jul 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 29 May 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 29 May 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 29 May 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 29 May 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 23 May 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 16 Feb 2024 — TEAS SECTION 8 & 9 RECEIVED
- 11 Mar 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 04 Aug 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 26 Feb 2020 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 03 Sept 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 03 Sept 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 03 Sept 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 23 Jul 2019 — TEAS SECTION 8 & 15 RECEIVED
- 06 May 2019 — AMENDMENT UNDER SECTION 7 - PROCESSED