E815
TEAS SECTION 8 & 15 RECEIVED
06/04/2026
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Official data from USPTO
ABFP
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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
21
Latest update
06/05/2026
Trademark type
Word
Nice classes
41
Filing date
09/24/2019
Registration date
05/18/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/18/2021
Last transaction
06/05/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
11/23/2020
First use in commerce
11/23/2020
Drawing code
4
Owner type
03
Owner location
Fort Lauderdale, FL, US
Examiner
MESSICK, TABITHA LEE
Law office
L40
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
The College for Financial Planning Institutes Corporation
The College for Financial Planning Institutes Corporation
Representatives
The College for Financial Planning Institutes Corporation
Technical classification
Nice Classes
Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 41
Educational servicesproviding coursesseminars and workshops in the field of behavioral finance in the areas of the financial planning processgoal settingasset managementrisk management and insuranceinvestment selection and portfolio constructiontax planningretirement planningestate planning
Publications
History of USPTO decisions and trademark events.
21 publications found
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/18/2026
R.PR
REGISTERED-PRINCIPAL REGISTER
05/18/2021
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
04/13/2021
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
04/11/2021
SUPC
STATEMENT OF USE PROCESSING COMPLETE
04/08/2021
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
04/08/2021
IUAF
USE AMENDMENT FILED
03/23/2021
EISU
TEAS STATEMENT OF USE RECEIVED
03/23/2021
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
09/24/2020
EX1G
SOU EXTENSION 1 GRANTED
09/22/2020
EXT1
SOU EXTENSION 1 FILED
09/22/2020
EEXT
SOU TEAS EXTENSION RECEIVED
09/22/2020
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
03/24/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/28/2020
PUBO
PUBLISHED FOR OPPOSITION
01/28/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/08/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/22/2019
DOCK
ASSIGNED TO EXAMINER
12/20/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/28/2019
NWAP
NEW APPLICATION ENTERED
09/27/2019
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