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Official data from USPTO

CERTIFIED SPECIALIST IN ESTATE PLANNING

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

CERTIFIED SPECIALIST IN ESTATE PLANNING

ST13

US500000076628812

Class

41

Filing

76628812

Registration

3064914

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

29

Latest update

03/07/2025

Trademark type

Word

Nice classes

41

Filing date

01/24/2005

Registration date

03/07/2006

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

06/11/2015

Last transaction

03/07/2025

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

08/05/1999

First use in commerce

08/05/1999

Drawing code

4

Owner type

16

Owner location

DEVON, PA

Examiner

FAHRENKOPF, PAUL

Law office

L10

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

SURGENT MCCOY CPE, LLC
National Institute for Excellence in Professional Education

Representatives

Jenna-Marie Tracy, Esq. Lowenstein Sander LLP

Technical classification

Nice Classes

Class 41

Vienna Codes

No Vienna codes available.

Goods and services

Class 41

educational servicesconducting classesseminarsconferencesworkshops in the field of estate planningdistributing course materials in connection therewith

Publications

History of USPTO decisions and trademark events.

29 publications found

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

03/07/2025

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

06/14/2023

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

02/08/2023

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

02/08/2023

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

02/08/2023

REAP

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

02/08/2023

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

02/08/2023

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

07/28/2015

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

06/11/2015

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

06/11/2015

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

06/11/2015

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/11/2015

E89R

TEAS SECTION 8 & 9 RECEIVED

05/20/2015

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

03/28/2011

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/22/2011

E815

TEAS SECTION 8 & 15 RECEIVED

03/10/2011

R.PR

REGISTERED-PRINCIPAL REGISTER

03/07/2006

PUBO

PUBLISHED FOR OPPOSITION

12/13/2005

NPUB

NOTICE OF PUBLICATION

11/23/2005

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

10/26/2005

ALIE

ASSIGNED TO LIE

10/21/2005

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

10/14/2005

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

10/07/2005

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/29/2005

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

09/29/2005

CNRT

NON-FINAL ACTION MAILED

08/30/2005

CNRT

NON-FINAL ACTION WRITTEN

08/29/2005

DOCK

ASSIGNED TO EXAMINER

08/23/2005

NWAP

NEW APPLICATION ENTERED

02/07/2005

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