CEPA CEPA CERTIFIED EXIT PLANNING ADVISOR

Live / Applied — Withdrawn from publication (as of 20 Jan 2026)

What this means for you

Not registered yet, but its 15 Jan 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98965001
Mark type
Design + words
Filed
15 Jan 2025
Attorney of record
Suzann Moskowitz

Goods and services

  • Goods and services: personal financial planning, exit planning, and life after business planning services

Owner

Prior registrations

Prosecution history

  • 20 Jan 2026 — WITHDRAWN FROM PUB - OG REVIEW QUERY
  • 31 Dec 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 23 Dec 2025 — EXAMINER'S AMENDMENT ENTERED
  • 22 Dec 2025 — ASSIGNED TO LIE
  • 22 Dec 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 22 Dec 2025 — EXAMINERS AMENDMENT E-MAILED
  • 22 Dec 2025 — EXAMINERS AMENDMENT -WRITTEN
  • 10 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 10 Nov 2025 — NON-FINAL ACTION E-MAILED
  • 10 Nov 2025 — NON-FINAL ACTION WRITTEN
  • 24 Jun 2025 — ASSIGNED TO EXAMINER
  • 15 Jun 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 15 Jun 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 15 Jan 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy