CASH BALANCE PLAN SOLUTIONS

Serial Number 99247268
641

Registration Progress

Application Filed
Jun 23, 2025
Under Examination
Approved for Publication
Published for Opposition
Registered

Attorney Assistance

Non-Final Action E-Mailed
Due: Mar 06, 2026 69 days

Trademark Image

CASH BALANCE PLAN SOLUTIONS

Basic Information

Serial Number
99247268
Filing Date
June 23, 2025
Drawing Code
4

Status Summary

Current Status
Active
Status Code
641
Status Date
Dec 6, 2025
Application
Pending
Classes
036

Rights Holder

George Gregory Bernhard

01
Address
Attn: PTF
8300 Boone Blvd, Suite 500
Vienna, VA 22182

Ownership History

George Gregory Bernhard

Original Applicant
01
Vienna, VA

Legal Representation

Attorney
David W. Aldrich

USPTO Deadlines

Next Deadline
69 days remaining
Non-Final Action E-Mailed
Due Date
March 06, 2026
Extension Available
Until June 06, 2026

Application History

11 events
Date Code Type Description Documents
Dec 22, 2025 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Dec 18, 2025 AUPC I AMENDMENT TO USE PROCESSING COMPLETE Loading...
Dec 18, 2025 IUAF S USE AMENDMENT FILED Loading...
Dec 18, 2025 EAAU I TEAS AMENDMENT OF USE RECEIVED Loading...
Dec 6, 2025 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Dec 6, 2025 GNRT F NON-FINAL ACTION E-MAILED Loading...
Dec 6, 2025 CNRT R NON-FINAL ACTION WRITTEN Loading...
Nov 11, 2025 DOCK D ASSIGNED TO EXAMINER Loading...
Nov 3, 2025 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Jun 23, 2025 MAFR O APPLICATION FILING RECEIPT MAILED Loading...
Jun 23, 2025 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Financial consultancy services; Financial advisory services; Strategic financial advisory services
First Use Anywhere: Nov 15, 2025
First Use in Commerce: Nov 15, 2025

Classification

International Classes
036