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 NON-FINAL ACTION - MAILED as of Tuesday, June 3, 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 | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, June 3, 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 | NOT AVAILABLE |
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 |
| 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 |
| Friday, December 6, 2024 | NEW APPLICATION ENTERED |
| Monday, May 19, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 27, 2025 | ASSIGNED TO EXAMINER |
| 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 |
