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Official data from USPTO

INVESTMENT PLANNING ESTATE PLANNING TAXPLANNING INSURANCE PLANNING INCOME PLANNING

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

INVESTMENT PLANNING ESTATE PLANNING TAXPLANNING INSURANCE PLANNING INCOME PLANNING

ST13

US500000088570192

Class

41

Filing

88570192

Registration

6006663

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

18

Latest update

10/09/2025

Trademark type

Combined

Nice classes

41

Filing date

08/07/2019

Registration date

03/10/2020

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/10/2020

Last transaction

10/09/2025

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

08/01/2018

First use in commerce

08/01/2018

Drawing code

3

Owner type

03

Owner location

Sterling Heights, MI

Examiner

FERRELL,LUCY K

Current location

Historical data usage

Mark description

The mark consists of a 5 section pie chart image. Each section has an arrow that leads into the section clockwise to it. The purple section has the words "ESTATE PLANNING" in black text located towards the outer perimeter of the section. An orange section follows next clockwise with the text "TAX PLANNING" in black located at the perimeter. A pink section follows next with black lettering saying "INSURANCE PLANNING". A blue section follows with "INCOME PLANNING" written in black text. A green section follows with "INVESTMENT PLANNING" written in black text. Three black figurine, two male and one female, are located in the center of the image with one male having a white tie.

Holders and representatives

Holders

Advanced Planning Educational Group, Inc.

Representatives

Advanced Planning Educational Group, Inc.

Technical classification

Nice Classes

Class 41

Vienna Codes

No Vienna codes available.

Goods and services

Class 41

Educational servicesproviding continuing professional education courses in the field of financial planning

Publications

History of USPTO decisions and trademark events.

18 publications found

PRA8

POST REGISTRATION ACTION MAILED - SEC. 8

10/08/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

10/06/2025

ES8R

TEAS SECTION 8 RECEIVED

06/16/2025

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

03/10/2025

R.PR

REGISTERED-PRINCIPAL REGISTER

03/10/2020

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

12/24/2019

PUBO

PUBLISHED FOR OPPOSITION

12/24/2019

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

12/04/2019

ALIE

ASSIGNED TO LIE

11/18/2019

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

11/14/2019

XAEC

EXAMINER'S AMENDMENT ENTERED

11/08/2019

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

11/08/2019

GNEA

EXAMINERS AMENDMENT E-MAILED

11/08/2019

CNEA

EXAMINERS AMENDMENT -WRITTEN

11/08/2019

DOCK

ASSIGNED TO EXAMINER

11/06/2019

MDSC

NOTICE OF DESIGN SEARCH CODE E-MAILED

08/27/2019

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

08/24/2019

NWAP

NEW APPLICATION ENTERED

08/10/2019

Continuous trademark protection

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