ACP ALLIANCE OF COMPREHENSIVE PLANNERS

Live / Registered — Registered and renewed (as of 12 Jun 2025)

What this means for you

Registered since 24 Mar 2015. 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 24 Mar 2025).

Record

Serial number
86414717
Registration number
4708403
Mark type
Stylized text
Filed
03 Oct 2014
Published for opposition
06 Jan 2015
Registered
24 Mar 2015
Next maintenance due
24 Mar 2025
Attorney of record
DEVON E. WHITE

Goods and services

  • Class 035 — Advertising and business services: Association services, namely, the promotion of professional standards and practices and providing career information in the field of financial planning; Promoting the interests of financial planners; Assistance and advice regarding business practice management for financial planners; Assistance and advice regarding compliance in the field of financial planning for business practice management purposes; Association services, namely, the promotion of professional standards and practices and providing career information in the fields of fee-only financial planning; promoting the interests of fee-only financial planners
  • Class 041 — Education and entertainment services: Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, webinars, seminars and conferences in the fields of financial planning and distributing course materials in connection therewith; Educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; Providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers; Education services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, webinars, seminars and conferences in the fields of financial planning and compliance and regulatory matters in the field of financial planning; Educational services, namely, self-study courses in the field of financial planning and practice management and marketing in the field of financial planning; coaching and mentoring in the field of financial planning; Providing a website featuring blogs and non-downloadable publications in the nature of articles in the field of financial planning; Education services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, webinars, seminars and conferences in the fields of fee-only financial planning and compliance and regulatory matters in the field of fee-only financial planning; Educational services, namely providing practice management programs regarding compliance in the field of financial planning

Owner

Prosecution history

  • 12 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 12 Jun 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 12 Jun 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 12 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 07 Jan 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 24 Mar 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 02 Jun 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 02 Jun 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 02 Jun 2020 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 28 May 2020 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15
  • 28 May 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 31 Mar 2020 — TEAS SECTION 8 & 15 RECEIVED
  • 24 Mar 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 18 Jul 2018 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 18 Jul 2018 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

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