Who owns the CREATIVE PLANNING trademark?

The CREATIVE PLANNING trademark is owned by CPI Holdco B, LLC.

What is the serial number for CREATIVE PLANNING?

The USPTO serial number for CREATIVE PLANNING is 90851038.

What is the registration number for CREATIVE PLANNING?

CREATIVE PLANNING is registered under USPTO registration number 6819446.

CRE

USPTO Trademark Record

REGISTERED

CREATIVE PLANNING

Q: What class is the CREATIVE PLANNING trademark registered in?

The CREATIVE PLANNING trademark is registered in Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services).

SN 90851038·Reg 6819446·Filed Jul 27, 2021

Owner CPI Holdco B, LLC

Advertising; business management, organization and administration; office functions.; Financial, monetary and banking services; insurance services; real estate services.; Education; providing of training; entertainment; sporting and cultural activities.

CREATIVE PLANNING (Serial No. 90851038), Registration No. 6819446, is a registered US trademark filed on Jul 27, 2021 by CPI Holdco B, LLC. This trademark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services), Class 041 (Education & entertainment services).

early section 8: August 16, 2028

Mark Intelligence

CREATIVE PLANNING (Reg. #6819446) is a registered US trademark that has been protecting its owner, CPI Holdco B, LLC, since 2021. The mark covers Class 035 (Advertising, business management & retail services), Class 036 (Insurance, financial & real estate services) and Class 041 (Education & entertainment services) respectively. Goods and services include Advertising; business management, organization and administration; office functions.; Financial, monetary and banking se.... The mark faced 1 opposition proceeding during prosecution.

FILED

Jul 27, 2021

SERIAL

90851038

REG#

6819446

REGISTERED

Aug 16, 2022

Owner

Applicant

CPI Holdco B, LLC

Entity

LLC

State

Address

5454 W. 110th Street, Overland Park, KS, 66211

Country

Attorney

NameJonathan L. Hines

Law firm

Jonathan L. Hines Creative Planning Legal, P.A.

Docket

5028265-61

Address

5454 W 110th Street, Overland Park, KS 66211, United States

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Filing Information

StatusREGISTERED

Filing DateJul 27, 2021

Serial Number90851038

Registration No.6819446

Registration DateAug 16, 2022

Status DateAug 16, 2022

Published for OppositionMay 31, 2022

Mark TypeStandard characters

Attorney Docket5028265-61

Status DescriptionLive and registered

Filing Signals

FILED

2021

YEARS AGO

CLASSES

MADRID FILINGS

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 035Advertising, business management & retail services

US codes: 100, 101, 102

First use anywhere: Apr 15, 2021

First use in commerce: Apr 15, 2021

Advertising; business management, organization and administration; office functions.

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 31, 1982

First use in commerce: Dec 31, 1982

Financial, monetary and banking services; insurance services; real estate services.

Class 041Education & entertainment services

US codes: 100, 101, 107

First use anywhere: Nov 22, 2017

First use in commerce: Nov 22, 2017

Education; providing of training; entertainment; sporting and cultural activities.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

18 events

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Apr 09, 2026

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 09, 2026

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Apr 09, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Jul 11, 2024

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

May 23, 2024

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

REGISTERED-PRINCIPAL REGISTER

Aug 16, 2022

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Aug 16, 2022

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

May 31, 2022

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 31, 2022

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 11, 2022

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Apr 27, 2022

APPROVED FOR PUB - PRINCIPAL REGISTER

EXAMINERS AMENDMENT -WRITTEN

Apr 26, 2022

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Apr 26, 2022

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Apr 26, 2022

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Apr 26, 2022

EXAMINER'S AMENDMENT ENTERED

ASSIGNED TO EXAMINER

Apr 21, 2022

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 24, 2021

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jul 30, 2021

NEW APPLICATION ENTERED

CREATIVE PLANNING

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Other Marks by CPI Holdco B, LLC

Other Marks in Class 035 — Advertising, business management & retail services

Other Marks by Jonathan L. Hines

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