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 NOTICE OF ALLOWANCE - ISSUED as of Tuesday, June 18, 2024. 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
General Information
| Serial Number | 98015526 |
| Word Mark | CBIZ WORKPLACE FINANCIAL PLANNING |
| Filing Date | Friday, May 26, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, June 18, 2024 |
| 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, April 23, 2024 |
Trademark Statements
| Pseudo Mark | C BUSINESS WORKPLACE FINANCIAL PLANNING |
| Goods and Services | Financial consulting services regarding retirement plans and financial wellbeing; financial and investment advice for retirement plan participants; retirement account management services |
| NOT AVAILABLE | WORKPLACE FINANCIAL PLANNING |
Classification Information
| 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 | Tuesday, June 27, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | OneCBIZ, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Independence, OH 44131 |
| Party Name | OneCBIZ, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Independence, OH 44131 |
Trademark Events
| Event Date | Event Description |
| Tuesday, May 30, 2023 | NEW APPLICATION ENTERED |
| Tuesday, June 27, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, February 20, 2024 | ASSIGNED TO EXAMINER |
| Friday, March 1, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, March 1, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, March 1, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, March 7, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, March 7, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, March 7, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 18, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 3, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 23, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 23, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 18, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
