TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/09/2026
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Official data from USPTO
WEALTH-CHANGING QUESTION
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WEALTH-CHANGING QUESTION
ST13
US500000090851066Class
35, 36
Filing
90851066
Registration
7158257
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
04/11/2026
Trademark type
Word
Nice classes
35, 36
Filing date
07/27/2021
Registration date
09/05/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/05/2023
Last transaction
04/11/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
09/02/2021
First use in commerce
09/02/2021
Drawing code
4
Owner type
16
Owner location
Overland Park, KS, US
Examiner
MILLER, CHARLES FREDERICK
Law office
M30
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Creative Planning, LLC
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 advisory services; Tax preparation; Taxation planningadviceinformation and consultancy services
Class 36
Estate planning services; Estate trust management; Financial planning for retirement; Financial retirement plan consulting services; Financial servicesinvestment adviceinvestment managementinvestment consultationinvestment of funds for others; Financial planning; Financial asset protection and management; Financial servicescoordination of an investment portfolio's tax management needs; Financial trust administration; Investment management in field of qualified plans; Insurance consultancy; Insurance consultancy servicesproviding advice in the field of property and casualty insurance
Publications
History of USPTO decisions and trademark events.
30 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
09/05/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
09/05/2023
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
08/04/2023
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
08/03/2023
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/09/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/09/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/06/2022
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/03/2022
GNRT
NON-FINAL ACTION E-MAILED
05/03/2022
CNRT
SU - NON-FINAL ACTION - WRITTEN
05/03/2022
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/04/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/04/2022
ALIE
ASSIGNED TO LIE
04/04/2022
SUPC
STATEMENT OF USE PROCESSING COMPLETE
03/30/2022
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
03/29/2022
IUAF
USE AMENDMENT FILED
03/04/2022
EISU
TEAS STATEMENT OF USE RECEIVED
03/04/2022
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
02/15/2022
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/21/2021
PUBO
PUBLISHED FOR OPPOSITION
12/21/2021
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/01/2021
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/18/2021
DOCK
ASSIGNED TO EXAMINER
11/09/2021
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/24/2021
NWAP
NEW APPLICATION ENTERED
07/30/2021
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