TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/09/2026
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Official data from USPTO
C
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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
15
Latest update
04/11/2026
Trademark type
Combined
Nice classes
35, 36, 41
Filing date
07/27/2021
Registration date
08/16/2022
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/16/2022
Last transaction
04/11/2026
Responsible office
United States Patent and Trademark Office
Status code
700
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
CHADAB, SETH WILLIG
Law office
L40
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of a stylized letter "C" having a diamond shape centrally located therein.
Holders and representatives
Holders
CPI Holdco B, LLC
Representatives
Jonathan L. Hines Creative Planning Legal, P.A.
Technical classification
Nice Classes
Class 35Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Tax preparation; tax advisory services; taxation planningadviceinformation and consultancy services; business valuation services; business appraisal 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; financial trust administration; estate trust management; investment management in field of qualified plans; insurance consultancy servicesproviding advice in the field of property and casualty insurance; strategic corporate financial advisory services
Class 41
Education servicesproviding non-downloadable webinars in field of financial planninginvestment managementcollege savingsestate planningprobatetrustsfoundationstaxes; on-line journalsblogs featuring financial planning and investment management; educational servicesproviding on-line podcasts in the fields of financialinvestment and tax advice
Publications
History of USPTO decisions and trademark events.
15 publications found
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
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
08/16/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
08/16/2022
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
05/31/2022
PUBO
PUBLISHED FOR OPPOSITION
05/31/2022
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/11/2022
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/26/2022
DOCK
ASSIGNED TO EXAMINER
04/21/2022
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
09/25/2021
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/24/2021
NWAP
NEW APPLICATION ENTERED
07/30/2021
Continuous trademark protection
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