C CREATIVE PLANNING - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87112254
Serial Number
87112254
Registration Number
5212337
Word Mark
C CREATIVE PLANNING
Status
700 - Registered
Status Date
2017-05-30
Filing Date
2016-07-21
Registration Number
5212337
Registration Date
2017-05-30
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
260721, 261709 - Diamonds that are completely or partially shaded. Curved line(s), band(s) or bar(s).
Published for Opposition Date
2017-03-14
Attorney Name
Kyle L. Elliott
Law Office Assigned Location Code
N30
Employee Name
MAYER, DAVID COREY
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"PLANNING"
Description of Mark
The mark consists of a stylized letter "C" partially encircling a shaded diamond, which is to the left of the wording "CREATIVE PLANNING" in block-style typeface.
Goods and Services
Tax preparation; Tax advisory services; Taxation planning, advice, information and consultancy services
Goods and 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
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2016-07-27
Primary Code
035
First Use Anywhere Date
2016-03-20
First Use In Commerce Date
2016-03-20
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2016-07-27
Primary Code
036
First Use Anywhere Date
2016-03-20
First Use In Commerce Date
2016-03-20
Current Trademark Owners
Party Name
CPI HOLDCO B, LLC
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
CPI HOLDCO B, LLC
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Creative Planning, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Creative Planning, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Creative Planning, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Kyle L. Elliott
Address
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Trademark Events
Event DateEvent Description
2016-07-25NEW APPLICATION ENTERED IN TRAM
2016-07-27NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2016-07-28NOTICE OF DESIGN SEARCH CODE E-MAILED
2016-11-01ASSIGNED TO EXAMINER
2016-11-08PRIORITY ACTION WRITTEN
2016-11-08PRIORITY ACTION E-MAILED
2016-11-08NOTIFICATION OF PRIORITY ACTION E-MAILED
2017-01-27TEAS RESPONSE TO OFFICE ACTION RECEIVED
2017-01-27CORRESPONDENCE RECEIVED IN LAW OFFICE
2017-01-28TEAS/EMAIL CORRESPONDENCE ENTERED
2017-01-30APPROVED FOR PUB - PRINCIPAL REGISTER
2017-02-22NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2017-03-14PUBLISHED FOR OPPOSITION
2017-03-14OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2017-05-30REGISTERED-PRINCIPAL REGISTER
2019-02-28TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2019-02-28ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2020-02-26ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2021-08-04AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP