CFP BOARD

Live / Registered — Registered and renewed (as of 05 Mar 2026)

What this means for you

Registered since 12 Jul 2016. 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 12 Jul 2026).

Record

Serial number
86656154
Registration number
4996230
Mark type
Design + words
Filed
09 Jun 2015
Published for opposition
26 Apr 2016
Registered
12 Jul 2016
Next maintenance due
12 Jul 2026
Attorney of record
Thorne Maginnis

Goods and services

  • Class 041 — Education and entertainment services: Educational services, namely, preparing and administering educational tests for professional certification of personal financial planners
  • Class 042 — Scientific and technological services: Development of voluntary standards for personal financial planning; accreditation services, namely, setting and providing standards for personal financial planners for the purpose of accreditation; analysis and evaluation of the personal financial planning services of others for the purpose of certification

Owner

Prior registrations

Prosecution history

  • 05 Mar 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 05 Mar 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 05 Mar 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 05 Mar 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Dec 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 12 Jul 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 29 Mar 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 29 Nov 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 29 Nov 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 28 Nov 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 08 Jun 2022 — TEAS SECTION 8 RECEIVED
  • 12 Jul 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 11 Nov 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 11 Nov 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 12 Jul 2016 — REGISTERED-PRINCIPAL REGISTER

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