REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05/30/2026
Back to search
Official data from USPTO
C CREATIVE PLANNING
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: CombinedOffice: 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
30
Latest update
05/31/2026
Trademark type
Combined
Nice classes
35, 36
Filing date
07/21/2016
Registration date
05/30/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/16/2023
Last transaction
05/31/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
03/20/2016
First use in commerce
03/20/2016
Drawing code
3
Owner type
16
Owner location
OVERLAND PARK, KS, US
Examiner
MAYER, DAVID COREY
Law office
N30
Current location
TMO LAW OFFICE 121
Mark description
The mark consists of a stylized letter "C" partially encircling a shaded diamond, which is to the left of the wording "CREATIVE PLANNING" in block-style typeface.
Holders and representatives
Holders
CPI HOLDCO B, LLC
Creative Planning, Inc.
Representatives
Jonathan L. Hines Creative Planning Legal, P.A.
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Tax preparation; Tax advisory services; Taxation planningadviceinformation and consultancy services
Class 36
Financial servicesinvestment adviceinvestment managementinvestment consultationinvestment of funds for others; Financial planning; Estate planning services; Financial asset protection and management; Financial servicescoordination of an investment portfolio's tax management needs
Publications
History of USPTO decisions and trademark events.
30 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/09/2026
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/09/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/09/2026
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
07/11/2024
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
05/23/2024
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
08/16/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
08/16/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/16/2023
E815
TEAS SECTION 8 & 15 RECEIVED
02/16/2023
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/30/2022
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
08/04/2021
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
02/26/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/28/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/28/2019
R.PR
REGISTERED-PRINCIPAL REGISTER
05/30/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/14/2017
PUBO
PUBLISHED FOR OPPOSITION
03/14/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/22/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/30/2017
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/28/2017
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/27/2017
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/27/2017
GPRN
NOTIFICATION OF PRIORITY ACTION E-MAILED
11/08/2016
GPRA
PRIORITY ACTION E-MAILED
11/08/2016
CPRA
PRIORITY ACTION WRITTEN
11/08/2016
DOCK
ASSIGNED TO EXAMINER
11/01/2016
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
07/28/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/27/2016
NWAP
NEW APPLICATION ENTERED
07/25/2016
Continuous trademark protection
Get notified about every new filing that threatens C CREATIVE PLANNING or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.