| Serial Number | 99247268 |
| Word Mark | CASH BALANCE PLAN SOLUTIONS |
| Filing Date | Monday, June 23, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, January 5, 2026 |
| Registration Number | 0000000 |
| Registration Date | Tuesday, January 27, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Financial consultancy services; Financial advisory services; Strategic financial advisory services |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, June 23, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, November 15, 2025 |
| First Use In Commerce Date | Saturday, November 15, 2025 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Vienna, VA 22182 |
| Event Date | Event Description |
| Monday, June 23, 2025 | NEW APPLICATION ENTERED |
| Monday, June 23, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, November 3, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 11, 2025 | ASSIGNED TO EXAMINER |
| Saturday, December 6, 2025 | NON-FINAL ACTION WRITTEN |
| Saturday, December 6, 2025 | NON-FINAL ACTION E-MAILED |
| Saturday, December 6, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, December 18, 2025 | TEAS AMENDMENT OF USE RECEIVED |
| Thursday, December 18, 2025 | USE AMENDMENT FILED |
| Thursday, December 18, 2025 | AMENDMENT TO USE PROCESSING COMPLETE |
| Monday, December 22, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, December 29, 2025 | USE AMENDMENT ACCEPTED |
| Monday, December 29, 2025 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |