FREEDOM 401(K) Trademark

Trademark Overview


On Thursday, August 1, 2013, a trademark application was filed for FREEDOM 401(K) with the United States Patent and Trademark Office. The USPTO has given the FREEDOM 401(K) trademark a serial number of 86025868. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, October 13, 2023. This trademark is owned by CapFinancial Partners, LLC. The FREEDOM 401(K) trademark is filed in the Insurance & Financial Services category with the following description:

investment of retirement funds for others; investment consulting services
freedom 401(k)

General Information


Serial Number86025868
Word MarkFREEDOM 401(K)
Filing DateThursday, August 1, 2013
Status800 - REGISTERED AND RENEWED
Status DateFriday, October 13, 2023
Registration Number4510033
Registration DateTuesday, April 8, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 21, 2014

Trademark Statements


Goods and Servicesinvestment of retirement funds for others; investment consulting services
Disclaimer with Predetermined Text"401(K)"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, August 8, 2013
Primary Code036
First Use Anywhere DateMonday, July 22, 2013
First Use In Commerce DateMonday, July 22, 2013

Trademark Owner History


Party NameCapFinancial Partners, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressRaleigh, NC 27609

Party NameCapFinancial Partners, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressRaleigh, NC 27609

Party NameCapFinancial Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRaleigh, NC 27609

Trademark Events


Event DateEvent Description
Friday, October 13, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, October 13, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, October 13, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, October 13, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, April 11, 2023TEAS SECTION 8 & 9 RECEIVED
Saturday, April 8, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, September 25, 2019ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sunday, May 19, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sunday, May 19, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sunday, May 19, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, April 8, 2019TEAS SECTION 8 & 15 RECEIVED
Monday, April 8, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, April 8, 2014REGISTERED-PRINCIPAL REGISTER
Tuesday, January 21, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 21, 2014PUBLISHED FOR OPPOSITION
Wednesday, January 1, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, December 19, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, December 17, 2013ASSIGNED TO LIE
Thursday, November 21, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, November 21, 2013EXAMINER'S AMENDMENT ENTERED
Thursday, November 21, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, November 21, 2013EXAMINERS AMENDMENT E-MAILED
Thursday, November 21, 2013EXAMINERS AMENDMENT -WRITTEN
Friday, November 15, 2013ASSIGNED TO EXAMINER
Thursday, August 8, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 5, 2013NEW APPLICATION ENTERED