Serial Number
86414710
Owner
Alliance of Comprehensive Planners, Inc.Attorney
Devon E. WhiteFirst Use Date
May 9, 2014
Filing Date
Oct 3, 2014
ACP Trademark
Serial Number: 86414710 • Registration: 4708402
Trademark Classes
Owner Contact Info
3112 Enterprise Drive
Wilmington, NC 28405
Entity Type: 03
Legal Representation
Correspondence Address
DEVON E. WHITE WYRICK ROBBINS YATES & PONTON LLP
4101 LAKE BOONE TRAIL, SUITE 300
RALEIGH, NC 27607
United States
Trademark Details
Filing Date
October 3, 2014
Registration Date
March 24, 2015
First Use Anywhere
May 9, 2014
First Use in Commerce
May 9, 2014
Published for Opposition
January 6, 2015
Goods & Services
Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, webinars, seminars and conferences in the fields of financial planning and distributing course materials in connection therewith; Educational services, namely, conducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisition, development, and retention efforts; Providing educational workshops on financial insurance, investment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers; Education services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, webinars, seminars and conferences in the fields of financial planning and compliance and regulatory matters in the field of financial planning; Educational services, namely, self-study courses in the field of financial planning and practice management and marketing in the field of financial planning; coaching and mentoring in the field of financial planning; Providing a website featuring blogs and non-downloadable publications in the nature of articles in the field of financial planning; Education services, namely, arranging, conducting, and providing courses of instruction, examinations, workshops, webinars, seminars and conferences in the fields of fee-only financial planning and compliance and regulatory matters in the field of fee-only financial planning; Educational services, namely, providing practice management programs regarding compliance in the field of financial planning
Association services, namely, the promotion of professional standards and practices and providing career information in the field of financial planning; Promoting the interests of financial planners; Assistance and advice regarding business practice management for financial planners; Assistance and advice regarding compliance in the field of financial planning for business practice management purposes; Association services, namely, the promotion of professional standards and practices and providing career information in the fields of fee-only financial planning; promoting the interests of fee-only financial planners
