CBIZ WORKPLACE FINANCIAL PLANNING Trademark

Trademark Overview


On Friday, May 26, 2023, a trademark application was filed for CBIZ WORKPLACE FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the CBIZ WORKPLACE FINANCIAL PLANNING trademark a serial number of 98015526. The federal status of this trademark filing is REGISTERED as of Tuesday, April 1, 2025. This trademark is owned by OneCBIZ, Inc.. The CBIZ WORKPLACE FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:

Financial consulting services regarding retirement plans and financial wellbeing; financial and investment advice for retirement plan participants; retirement account management services
cbiz workplace financial planning

General Information


Serial Number98015526
Word MarkCBIZ WORKPLACE FINANCIAL PLANNING
Filing DateFriday, May 26, 2023
Status700 - REGISTERED
Status DateTuesday, April 1, 2025
Registration Number7747731
Registration DateTuesday, April 1, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 23, 2024

Trademark Statements


Pseudo MarkC BUSINESS WORKPLACE FINANCIAL PLANNING
Goods and ServicesFinancial consulting services regarding retirement plans and financial wellbeing; financial and investment advice for retirement plan participants; retirement account management services
NOT AVAILABLEWORKPLACE FINANCIAL PLANNING

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, June 27, 2023
Primary Code036
First Use Anywhere DateWednesday, January 17, 2024
First Use In Commerce DateWednesday, January 17, 2024

Trademark Owner History


Party NameOneCBIZ, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressIndependence, OH 44131

Party NameOneCBIZ, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressIndependence, OH 44131

Party NameOneCBIZ, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressIndependence, OH 44131

Trademark Events


Event DateEvent Description
Tuesday, May 30, 2023NEW APPLICATION ENTERED
Tuesday, June 27, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, February 20, 2024ASSIGNED TO EXAMINER
Friday, March 1, 2024NON-FINAL ACTION WRITTEN
Friday, March 1, 2024NON-FINAL ACTION E-MAILED
Friday, March 1, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 7, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 7, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, March 7, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 18, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 3, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 23, 2024PUBLISHED FOR OPPOSITION
Tuesday, June 18, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 23, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Thursday, November 21, 2024USE AMENDMENT FILED
Thursday, November 21, 2024TEAS STATEMENT OF USE RECEIVED
Wednesday, February 5, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, February 6, 2025STATEMENT OF USE PROCESSING COMPLETE
Friday, March 7, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, March 7, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, April 1, 2025REGISTERED-PRINCIPAL REGISTER
Tuesday, April 1, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED