NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
06/12/2025
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Official data from USPTO
ACP
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
36
Latest update
07/01/2025
Trademark type
Word
Nice classes
35, 41
Filing date
10/03/2014
Registration date
03/24/2015
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/12/2025
Last transaction
07/01/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
05/09/2014
First use in commerce
05/09/2014
Drawing code
4
Owner type
03
Owner location
Wilmington, NC
Examiner
STRINGER, DANIEL
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Alliance of Comprehensive Planners, Inc.
Representatives
DEVON E. WHITE WYRICK ROBBINS YATES & PONTON LLP
Technical classification
Nice Classes
Class 35Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Association servicesthe 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 servicesthe 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
Class 41
Educational servicesarrangingconductingproviding courses of instructionexaminationsworkshopswebinarsseminars and conferences in the fields of financial planning and distributing course materials in connection therewith; Educational servicesconducting practice management programs for financial advisors featuring relationship building techniques designed to enhance client acquisitiondevelopmentretention efforts; Providing educational workshops on financial insuranceinvestment and retirement products and services and related issues to groups who influence institutional and individual decisions on financial products and their providers; Education servicesarrangingconductingproviding courses of instructionexaminationsworkshopswebinarsseminars and conferences in the fields of financial planning and compliance and regulatory matters in the field of financial planning; Educational servicesself-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 servicesarrangingconductingproviding courses of instructionexaminationsworkshopswebinarsseminars and conferences in the fields of fee-only financial planning and compliance and regulatory matters in the field of fee-only financial planning; Educational servicesproviding practice management programs regarding compliance in the field of financial planning
Publications
History of USPTO decisions and trademark events.
36 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
06/12/2025
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
06/12/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/12/2025
E89R
TEAS SECTION 8 & 9 RECEIVED
01/07/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
03/24/2024
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
06/03/2020
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
06/03/2020
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
06/02/2020
PR23
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
05/28/2020
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/28/2020
E815
TEAS SECTION 8 & 15 RECEIVED
03/31/2020
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
03/24/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/18/2018
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/18/2018
R.PR
REGISTERED-PRINCIPAL REGISTER
03/24/2015
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/06/2015
PUBO
PUBLISHED FOR OPPOSITION
01/06/2015
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/17/2014
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
12/04/2014
ALIE
ASSIGNED TO LIE
12/03/2014
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/14/2014
XAEC
EXAMINER'S AMENDMENT ENTERED
11/14/2014
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
11/14/2014
GNEA
EXAMINERS AMENDMENT E-MAILED
11/14/2014
CNEA
EXAMINERS AMENDMENT -WRITTEN
11/14/2014
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/13/2014
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/12/2014
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/12/2014
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/21/2014
GNRT
NON-FINAL ACTION E-MAILED
10/21/2014
CNRT
NON-FINAL ACTION WRITTEN
10/21/2014
DOCK
ASSIGNED TO EXAMINER
10/16/2014
MPMK
NOTICE OF PSEUDO MARK E-MAILED
10/11/2014
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/10/2014
NWAP
NEW APPLICATION ENTERED
10/07/2014
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