NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
03/17/2026
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Official data from USPTO
FINANCIAL PLANNING ASSOCIATION
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FINANCIAL PLANNING ASSOCIATION
ST13
US500000076271351Class
9, 16
Filing
76271351
Registration
2964453
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
41
Latest update
04/07/2026
Trademark type
Word
Nice classes
9, 16
Filing date
06/13/2001
Registration date
07/05/2005
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/17/2026
Last transaction
04/07/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
2000-04-00
First use in commerce
2000-04-00
Drawing code
4
Owner type
03
Owner location
Denver, CO, US
Examiner
HUGHITT, ELIZABETH
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Financial Planning Association
Representatives
Jon Deppe Holzer Patel Drennan
Technical classification
Nice Classes
Class 9Class 16
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Audio recordings and presentation slides in the field of financial planning and investment advisory services; and computer software in the field of financial planning and investment advisory servicessoftware comprising textual practice formsarticlesnewsletters
Class 16
Printed materials in the field of financial planning and investment advisory servicesmagazines and newslettersinformational materials distributed in connection with seminars and conferencesreference materials for use as business tools and resourcesinstructional and reference guides for drafting policies and proceduresself-study courses
Publications
History of USPTO decisions and trademark events.
41 publications found
RNL2
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
03/17/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
03/17/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/17/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
12/30/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/05/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/06/2016
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - MAILED
03/07/2016
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
03/07/2016
9G8P
REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
03/07/2016
8PRT
REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
03/07/2016
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/07/2016
E89R
TEAS SECTION 8 & 9 RECEIVED
12/28/2015
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/28/2015
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
03/08/2012
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
03/08/2012
A7OK
AMENDMENT UNDER SECTION 7 - PROCESSED
03/08/2012
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/11/2012
E815
TEAS SECTION 8 & 15 RECEIVED
12/30/2011
ES7R
TEAS SECTION 7 REQUEST RECEIVED
12/30/2011
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/03/2008
EXPT
EXPARTE APPEAL TERMINATED
07/05/2005
R.PR
REGISTERED-PRINCIPAL REGISTER
07/05/2005
PUBO
PUBLISHED FOR OPPOSITION
04/12/2005
NPUB
NOTICE OF PUBLICATION
03/23/2005
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
01/10/2005
ALIE
ASSIGNED TO LIE
01/07/2005
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/03/2005
JURT
JURISDICTION RESTORED TO EXAMINING ATTORNEY
12/13/2004
DPCC
DIVISIONAL PROCESSING COMPLETE
08/25/2003
EXPI
EX PARTE APPEAL-INSTITUTED
07/08/2003
EXAF
EXPARTE APPEAL RECEIVED AT TTAB
06/06/2003
DRRR
DIVISIONAL REQUEST RECEIVED
05/12/2003
PAPER RECEIVED
05/12/2003
CNFR
FINAL REFUSAL MAILED
11/07/2002
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/12/2002
PAPER RECEIVED
03/12/2002
CNRT
NON-FINAL ACTION MAILED
09/07/2001
DOCK
ASSIGNED TO EXAMINER
09/06/2001
DOCK
ASSIGNED TO EXAMINER
08/24/2001
DOCK
ASSIGNED TO EXAMINER
08/08/2001
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