Word

C

Status

Registered

Status Code

700

Status Date

Tuesday, August 16, 2022

Serial Number

90851028

Registration Number

6819444

Registration Date

Tuesday, August 16, 2022

Mark Type

3

Filing Date

Tuesday, July 27, 2021

Published for Opposition

Tuesday, May 31, 2022

Trademark Owner History

CPI Holdco B, LLC - Original Registrant

Classifications

41 Education services, namely, providing non-downloadable webinars in field of financial planning, investment management, college savings, estate planning, probate, trusts, foundations, and taxes; on-line journals, namely, blogs featuring financial planning and investment management; educational services, namely, providing on-line podcasts in the fields of financial, investment and tax advice

36 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; financial trust administration; estate trust management; investment management in field of qualified plans; insurance consultancy services, namely, providing advice in the field of property and casualty insurance; strategic corporate financial advisory services

35 Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services; business valuation services; business appraisal services

The mark consists of a stylized letter "C" having a diamond shape centrally located therein.
CREATIVE PLANNING

Trademark Events

Sep 24, 2021

New Application Office Supplied Data Entered

Sep 25, 2021

Notice Of Design Search Code E-Mailed

Apr 21, 2022

Assigned To Examiner

Jul 30, 2021

New Application Entered

Apr 26, 2022

Approved For Pub - Principal Register

May 11, 2022

Notification Of Notice Of Publication E-Mailed

May 31, 2022

Published For Opposition

May 31, 2022

Official Gazette Publication Confirmation E-Mailed

Aug 16, 2022

Registered-Principal Register

May 23, 2024

Assignment Of Ownership Not Updated Automatically

Aug 16, 2022

Notice Of Registration Confirmation Emailed