TrademarkDir
C CREATIVE PLANNING
LIVE

Serial Number

87112254

Owner

CPI HOLDCO B, LLC

Attorney

Jonathan L. Hines

First Use Date

Mar 20, 2016

Filing Date

Jul 21, 2016

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C CREATIVE PLANNING Trademark

Serial Number: 87112254 • Registration: 5212337

C CREATIVE PLANNING is a trademark filed by CPI HOLDCO B, LLC on July 21, 2016. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

CPI HOLDCO B, LLC

5454 W. 110TH STREET
OVERLAND PARK, KS 66211

Entity Type: 16

Creative Planning, Inc.

5454 W. 110th Street
Overland Park, KS 66211

Entity Type: 03

Trademark Details

Filing Date

July 21, 2016

Registration Date

May 30, 2017

First Use Anywhere

March 20, 2016

First Use in Commerce

March 20, 2016

Published for Opposition

March 14, 2017

Goods & 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

Tax preparation; Tax advisory services; Taxation planning, advice, information and consultancy services

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
May 30, 2026 REM2
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 9, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 9, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 9, 2026 REAP
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 11, 2024 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
May 23, 2024 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Aug 16, 2023 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Aug 16, 2023 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 16, 2023 APRE
TEAS SECTION 8 & 15 RECEIVED
Feb 16, 2023 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
May 30, 2022 REM1
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Aug 4, 2021 ASGN
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Feb 26, 2020 ASCK
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 28, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 28, 2019 REAP
REGISTERED-PRINCIPAL REGISTER
May 30, 2017 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 14, 2017 NPUB
PUBLISHED FOR OPPOSITION
Mar 14, 2017 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 22, 2017 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 30, 2017 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 28, 2017 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 27, 2017 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 27, 2017 TROA
NOTIFICATION OF PRIORITY ACTION E-MAILED
Nov 8, 2016 GPRN
PRIORITY ACTION E-MAILED
Nov 8, 2016 GPRA
PRIORITY ACTION WRITTEN
Nov 8, 2016 CPRA
ASSIGNED TO EXAMINER
Nov 1, 2016 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jul 28, 2016 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 27, 2016 NWOS
NEW APPLICATION ENTERED
Jul 25, 2016 NWAP

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