PR-Section 8 and 9

PTO- 1963

Approved for use through 01/31/2025. OMB 0651-0055

U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

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PTO- 1963

Approved for use through 01/31/2025. OMB 0651-0055

U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

Combined Declaration of Use and/or Excusable Nonuse/Application for Renewal of Registration of a Mark under Sections 8 & 9

To the Commissioner for Trademarks:

REGISTRATION NUMBER: 2694805
REGISTRATION DATE: 03/11/2003

MARK: FPA

Current: The owner, Financial Planning Association, a corporation of District of Columbia, having an address of
      Suite 600 7535 East Hampden Avenue
       Denver, Colorado 80231
      United States

Proposed: The owner, Financial Planning Association, a corporation of District of Columbia, having an address of
      1290 Broadway, #1625
      Denver, Colorado 80203
      United States
      XXXX
is filing a Combined Declaration of Use and/or Excusable Nonuse/Application for Renewal of Registration of a Mark under Sections 8 & 9.

For International Class 041, the mark is in use in commerce on or in connection with all goods/services, or to indicate membership in the collective membership organization, listed in the existing registration for this specific class: Educational services directed to financial planning and investment advisors; namely, organizing and conducting seminars and conferences, and offering on-line courses, in the field of financial planning and investment advisory services ; or, the owner is making the listed excusable nonuse claim.

The owner is submitting one(or more) specimen(s) showing the mark as used in commerce on or in connection with any item in this class, consisting of a(n) screenshots of website pages detailing trademark in use with educational courses.

Original PDF file:
SPN0-26012821800d15fec785 7ae902dd229-2022072617154 0753526_._Specimen_Class_ 41.pdf
Converted PDF file(s) (3 pages)
Specimen File1
Specimen File2
Specimen File3
Original PDF file:
SPN0-26012821800d15fec785 7ae902dd229-2022072617154 0753526_._Specimen_2_clas s_41.pdf
Converted PDF file(s) (2 pages)
Specimen File1
Specimen File2

Webpage URL: http://fpalearning.onefpa.org/catalog
Webpage Date of Access: 07/26/2022
Webpage URL: http://fpalearning.onfpa.org/digital-events
Webpage Date of Access: 07/26/2022
For International Class 042, the mark is in use in commerce on or in connection with all goods/services, or to indicate membership in the collective membership organization, listed in the existing registration for this specific class: Association services; namely, promoting the interests of advisors in the field of financial planning and investment advisory services through the provision of on-line publications, resources, and resume information in the field of financial planning and investment advisory services, through the offering of consumer education materials related to financial planning, and through the provision of networking opportunities for members ; or, the owner is making the listed excusable nonuse claim.

The owner is submitting one(or more) specimen(s) showing the mark as used in commerce on or in connection with any item in this class, consisting of a(n) screenshots of website pages detailing trademark in use with member network opportunities.

Original PDF file:
SPN1-26012821800d15fec785 7ae902dd229-2022072617154 0753526_._Specimen_class_ 42.pdf
Converted PDF file(s) (2 pages)
Specimen File1
Specimen File2
Original PDF file:
SPN1-26012821800d15fec785 7ae902dd229-2022072617154 0753526_._Specimen_2_clas s_42.pdf
Converted PDF file(s) (3 pages)
Specimen File1
Specimen File2
Specimen File3

Webpage URL: http://connect.onefpa.org/home?_ga=2.261718987.732284038.1658868233-1995518548.1642976835
Webpage Date of Access: 07/26/2022
Webpage URL: http://www.financialplanningassociation.org/networking/online-communities
Webpage Date of Access: 07/26/2022
MISCELLANEOUS STATEMENTS
The application and registration do not identify the mark as anything other than a standard form character word mark, but the TSDR identifies this mark as a "non-standard" format mark. We assume this to be an error in entering information into the TSDR by the U.S. Patent and Trademark Office and request that it be altered to reflect the registration. Further, the undersigned has filed a Section 7 request to correct the type of entity from "corporation" to "nonprofit corporation" on 8/11/2022.


The owner's/holder's current attorney information: Thomas R. Marsh. Thomas R. Marsh of MARSH FISCHMANN & BREYFOGLE LLP, is located at

      SUITE 450
      8055 EAST TUFTS AVENUE
      DENVER, Colorado 80237
      United States
The docket/reference number is 42021-00310.

The phone number is 303-770-0051.

The fax number is 303-770-0152.

The email address is PTOMail@mfblaw.com

The owner's/holder's proposed attorney information: Judith Keene. Other appointed attorneys are Jon Deppe. Judith Keene of HOLZER PATEL DRENNAN, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at

      216 16th St., #1350
      DENVER, Colorado 80202
      United States
The docket/reference number is 809016UST5.

The phone number is 720-684-5375.

The fax number is 720-204-5669.

The email address is jkeene@hpdlaw.com

Judith Keene submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S. Commonwealth or territory.Correspondence Information (current):
      Thomas R. Marsh
      PRIMARY EMAIL FOR CORRESPONDENCE: PTOMail@mfblaw.com
      SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): NOT PROVIDED

The docket/reference number is 42021-00310.
Correspondence Information (proposed):
      Judith Keene
      PRIMARY EMAIL FOR CORRESPONDENCE: jkeene@hpdlaw.com
      SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): trademark@hpdlaw.com; info@onefpa.org; jdeppe@hpdlaw.com

The docket/reference number is 809016UST5.

Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the owner/holder and the owner's/holder's attorney, if appointed, and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).

A fee payment in the amount of $1050 will be submitted with the form, representing payment for 2 class(es), plus any additional grace period fee, if necessary.


Declaration

	Unless the owner has specifically claimed excusable nonuse, the mark is in use in commerce on or in connection with the goods/services or to indicate membership in the collective membership organization identified above, as evidenced by the attached specimen(s).
	Unless the owner has specifically claimed excusable nonuse, the specimen(s) shows the mark as currently used in commerce on or in connection with the goods/services/collective membership organization.
	The registrant requests that the registration be renewed for the goods/services/collective organization identified above.
	To the best of the signatory's knowledge, information, and belief, formed after an inquiry reasonable under the circumstances, the allegations and other factual contentions made above have evidentiary support.
	The signatory being warned that willful false statements and the like are punishable by fine or imprisonment, or both, under 18 U.S.C. § 1001, and that such willful false statements and the like may jeopardize the validity of this submission and the registration, declares that all statements made of his/her own knowledge are true and all statements made on information and belief are believed to be true.

Signature: /jkeeneblsigonfile/    Date: 08/11/2022
Signatory's Name: Judith Keene
Signatory's Position: Attorney of Record, Senior Counsel HOLZER PATEL DRENNAN, Colorado Bar Member
Signatory's Phone: 720-684-5375
Signature method: Signed directly within the form


Mailing Address (current):
   MARSH FISCHMANN & BREYFOGLE LLP
   8055 EAST TUFTS AVENUE
   DENVER, Colorado 80237

Mailing Address (proposed):
   HOLZER PATEL DRENNAN
   216 16th St., #1350
   DENVER, Colorado 80202

Serial Number: 76271141
Internet Transmission Date: Thu Aug 11 16:53:13 ET 2022
TEAS Stamp: USPTO/S08N09-XXXX:XXX:XXXX:XXXX:XXXX:XXX
X:XXXX:XXXX-20220811165313544260-2694805
-80081c3f94ce53875aac96ef149c79a9473aa7d
c579b9accff201c3bc82948656-CC-53121239-2
0220811163821235575