CPT INSTITUTE BENEFITS PRESERVED EST. 1994
Live / Allowed — Approved for publication (as of 27 Mar 2026)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 02 Feb 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99026241
- Mark type
- Design + words
- Filed
- 02 Feb 2025
- Attorney of record
- Mary Dowling
Goods and services
- Class 036 — Insurance and financial services: Trust management accounts; Trust services, namely, investment and trust company services; Financial trust administration; Financial trust operations
- Class 041 — Education and entertainment services: Charitable services, namely, providing training in the field of pooled special needs trusts, settlement management trusts, and minor trusts; Educational services, namely, conducting training in the field of government benefits and law to preserve government benefits for disabled and at-risk adults, children, and senior citizens and distribution of educational materials in connection therewith; Charitable education services, namely, providing training in the field of government benefits and law to preserve government benefits for disabled and at-risk adults, children, and senior citizens
Owner
- CPT Institute, Inc., San Marcos, CA, US
Prior registrations
Prosecution history
- 27 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 27 Mar 2026 — EXAMINER'S AMENDMENT ENTERED
- 27 Mar 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 27 Mar 2026 — EXAMINERS AMENDMENT E-MAILED
- 27 Mar 2026 — EXAMINERS AMENDMENT -WRITTEN
- 24 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 24 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 24 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 21 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 21 Jan 2026 — NON-FINAL ACTION E-MAILED
- 21 Jan 2026 — NON-FINAL ACTION WRITTEN
- 21 Jan 2026 — NOTIFICATION OF NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
- 21 Jan 2026 — NOTICE OF UNRESPONSIVE AMENDMENT - E-MAILED
- 21 Jan 2026 — REPORT UNRESPONSIVE AMENDMENT - COMPLETED
- 13 Dec 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED