CASH BALANCE SPECIALIST (CBS) Trademark
Trademark Overview
On Friday, December 6, 2024, a trademark application was filed for CASH BALANCE SPECIALIST (CBS) with the United States Patent and Trademark Office. The USPTO has given the CASH BALANCE SPECIALIST (CBS) trademark a serial number of 98888475. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, August 14, 2025. This trademark is owned by American Society of Pension Professionals & Actuaries. The CASH BALANCE SPECIALIST (CBS) trademark is filed in the Education & Entertainment Services and Computer & Software Services & Scientific Services categories with the following description:
Education services, namely, providing seminars and training for professionals in the field of retirement planning and cash balance retirement plans
Development of voluntary standards for professionals in the field of retirement planning and cash balance retirement plans; testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of retirement planning and cash balance retirement plans to determine conformity with certification standards
General Information
| Serial Number | 98888475 |
| Word Mark | CASH BALANCE SPECIALIST (CBS) |
| Filing Date | Friday, December 6, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Thursday, August 14, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 2, 2025 |
Trademark Statements
| Goods and Services | Education services, namely, providing seminars and training for professionals in the field of retirement planning and cash balance retirement plans |
| Pseudo Mark | CASH BALANCE SPECIALIST CBS |
| NOT AVAILABLE | "CASH BALANCE SPECIALIST" |
| Goods and Services | Development of voluntary standards for professionals in the field of retirement planning and cash balance retirement plans; testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of retirement planning and cash balance retirement plans to determine conformity with certification standards |
Classification Information
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, December 6, 2024 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, July 11, 2024 |
| First Use In Commerce Date | Thursday, July 11, 2024 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, December 6, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, July 11, 2024 |
| First Use In Commerce Date | Thursday, July 11, 2024 |
Trademark Owner History
| Party Name | American Society of Pension Professionals & Actuaries |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Arlington, VA 22203 |
Trademark Events
| Event Date | Event Description |
| Monday, May 19, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, December 6, 2024 | NEW APPLICATION ENTERED |
| Tuesday, May 27, 2025 | ASSIGNED TO EXAMINER |
| Monday, August 4, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, August 4, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, August 4, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, August 4, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 3, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, June 3, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, June 3, 2025 | NON-FINAL ACTION WRITTEN |
