USPTO serial 90851066
WEALTH-CHANGING QUESTION
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 5, 2023
- Examiner
- MILLER, CHARLES FREDERICK
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Current trademark owner
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Owner
Overland Park, KS, US
Overland Park, KS, US
Overland Park, KS, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jonathan L. Hines
Jonathan L. Hines Creative Planning Legal, P.A.5454 W 110th StreetOverland Park, KS 66211United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Tax advisory services; Tax preparation; Taxation planning, advice, information and consultancy services | ACTIVE | Sep 2, 2021 |
| 036 | Estate planning services; Estate trust management; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation, investment of funds for others; Financial planning; Financial asset protection and management; Financial services, namely, coordination of an investment portfolio's tax management needs; Financial trust administration; Investment management in field of qualified plans; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance | ACTIVE | Sep 2, 2021 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Creative Planning, LLC
- Other trademarks owned by Creative Planning, LLC
- Other trademarks owned by Creative Planning, LLC
- Other trademarks in Class 035
- Other trademarks in Class 036
- Similar marks named WEALTH-CHANGING QUESTION
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 9, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 9, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Apr 9, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 11, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| May 23, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 5, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Sep 5, 2023 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Aug 4, 2023 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Aug 3, 2023 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 9, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 9, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 6, 2022 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| May 3, 2022 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| May 3, 2022 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| May 3, 2022 | CNRT | SU - NON-FINAL ACTION - WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Apr 4, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 4, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 4, 2022 | ALIE | ASSIGNED TO LIE | — |
| Mar 30, 2022 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Mar 29, 2022 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 4, 2022 | IUAF | USE AMENDMENT FILED | — |
| Mar 4, 2022 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Feb 15, 2022 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Dec 21, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 21, 2021 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Dec 1, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 18, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 9, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 24, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 30, 2021 | NWAP | NEW APPLICATION ENTERED | — |