Serial Number
90851028
Owner
CPI Holdco B, LLCAttorney
Jonathan L. HinesFirst Use Date
Mar 20, 2016
Filing Date
Jul 27, 2021
C Trademark
Serial Number: 90851028 • Registration: 6819444
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 41 - Education & Entertainment
Education; providing of training; entertainment; sporting and cultural activities
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Jonathan L. Hines Creative Planning Legal, P.A.
5454 W 110th Street
Overland Park, KS 66211
United States
Trademark Details
Filing Date
July 27, 2021
Registration Date
August 16, 2022
First Use Anywhere
March 20, 2016
First Use in Commerce
March 20, 2016
Published for Opposition
May 31, 2022
Goods & Services
Tax preparation; tax advisory services; taxation planning, advice, information and consultancy services; business valuation services; business appraisal services
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
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