CASH BALANCE PLAN SOLUTIONS

Live / Registered — Registered (as of 27 Jan 2026)

What this means for you

Registered since 27 Jan 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99247268
Registration number
8121036
Mark type
Stylized text
Filed
23 Jun 2025
Registered
27 Jan 2026
Attorney of record
David W. Aldrich

Goods and services

  • Class 036 — Insurance and financial services: Financial consultancy services; Financial advisory services; Strategic financial advisory services

Owner

Prosecution history

  • 27 Jan 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 27 Jan 2026 — REGISTERED-SUPPLEMENTAL REGISTER
  • 29 Dec 2025 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 29 Dec 2025 — USE AMENDMENT ACCEPTED
  • 22 Dec 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 18 Dec 2025 — AMENDMENT TO USE PROCESSING COMPLETE
  • 18 Dec 2025 — USE AMENDMENT FILED
  • 18 Dec 2025 — TEAS AMENDMENT OF USE RECEIVED
  • 06 Dec 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 06 Dec 2025 — NON-FINAL ACTION E-MAILED
  • 06 Dec 2025 — NON-FINAL ACTION WRITTEN
  • 11 Nov 2025 — ASSIGNED TO EXAMINER
  • 03 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 23 Jun 2025 — APPLICATION FILING RECEIPT MAILED
  • 23 Jun 2025 — NEW APPLICATION ENTERED

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