C CREATIVE PLANNING

What this means for you

Registered since 30 May 2017. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

87112254

Registration number

5212337

Mark type

Design + words

Filed

21 Jul 2016

Published for opposition

14 Mar 2017

Registered

30 May 2017

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., Leawood, 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
• 23 May 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
• 16 Aug 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
• 16 Aug 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
• 16 Aug 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 16 Feb 2023 — TEAS SECTION 8 & 15 RECEIVED
• 30 May 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
• 04 Aug 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
• 26 Feb 2020 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
• 28 Feb 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 28 Feb 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 30 May 2017 — REGISTERED-PRINCIPAL REGISTER
• 14 Mar 2017 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 14 Mar 2017 — PUBLISHED FOR OPPOSITION
• 22 Feb 2017 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED