401(K) ROUNDTABLE Trademark

Trademark Overview


On Wednesday, June 26, 2024, a trademark application was filed for 401(K) ROUNDTABLE with the United States Patent and Trademark Office. The USPTO has given the 401(K) ROUNDTABLE trademark a serial number of 98620607. The federal status of this trademark filing is REGISTERED as of Tuesday, April 15, 2025. This trademark is owned by Creative Planning, LLC. The 401(K) ROUNDTABLE trademark is filed in the Education & Entertainment Services category with the following description:

Educational services, namely, providing on-line podcasts in the fields of financial, investment and tax advice
401(k) roundtable

General Information


Serial Number98620607
Word Mark401(K) ROUNDTABLE
Filing DateWednesday, June 26, 2024
Status700 - REGISTERED
Status DateTuesday, April 15, 2025
Registration Number7764024
Registration DateTuesday, April 15, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducational services, namely, providing on-line podcasts in the fields of financial, investment and tax advice
Pseudo MarkFOUR HUNDRED ONE K ROUNDTABLE
Pseudo MarkFOUR ZERO ONE K ROUNDTABLE

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, June 26, 2024
Primary Code041
First Use Anywhere DateTuesday, September 17, 2024
First Use In Commerce DateTuesday, September 17, 2024

Trademark Owner History


Party NameCreative Planning, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66211

Party NameCreative Planning, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressOverland Park, KS 66211

Trademark Events


Event DateEvent Description
Wednesday, June 26, 2024NEW APPLICATION ENTERED
Monday, January 20, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, January 21, 2025ASSIGNED TO EXAMINER
Thursday, January 23, 2025NON-FINAL ACTION E-MAILED
Thursday, January 23, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, January 23, 2025NON-FINAL ACTION WRITTEN
Thursday, March 13, 2025TEAS AMENDMENT OF USE RECEIVED
Thursday, March 13, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 13, 2025USE AMENDMENT FILED
Thursday, March 13, 2025AMENDMENT TO USE PROCESSING COMPLETE
Monday, March 17, 2025USE AMENDMENT ACCEPTED
Wednesday, March 19, 2025EXAMINERS AMENDMENT -WRITTEN
Wednesday, March 19, 2025EXAMINER'S AMENDMENT ENTERED
Wednesday, March 19, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, March 19, 2025EXAMINERS AMENDMENT E-MAILED
Wednesday, March 19, 2025APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, April 15, 2025REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, April 15, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED