QUALIFIED 401(K) SPECIALIST Trademark

Trademark Overview


On Tuesday, March 7, 2023, a trademark application was filed for QUALIFIED 401(K) SPECIALIST with the United States Patent and Trademark Office. The USPTO has given the QUALIFIED 401(K) SPECIALIST trademark a serial number of 97827185. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, October 23, 2024. This trademark is owned by American Society of Pension Professionals & Actuaries. The QUALIFIED 401(K) SPECIALIST 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 plan sales and retirement plan relationship management

Development of voluntary standards for professionals in the field retirement plan sales and retirement plan management; testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of retirement plan sales and retirement plan management to determine conformity with certification standards
qualified 401(k) specialist

General Information


Serial Number97827185
Word MarkQUALIFIED 401(K) SPECIALIST
Filing DateTuesday, March 7, 2023
Status641 - NON-FINAL ACTION - MAILED
Status DateWednesday, October 23, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducation services, namely, providing seminars and training for professionals in the field of retirement plan sales and retirement plan relationship management
Pseudo MarkQUALIFIED FOUR ZERO ONE K SPECIALIST
Goods and ServicesDevelopment of voluntary standards for professionals in the field retirement plan sales and retirement plan management; testing, analysis, and evaluation of the knowledge, skills, and abilities of others in the field of retirement plan sales and retirement plan management to determine conformity with certification standards

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, March 29, 2023
Primary Code041
First Use Anywhere DateWednesday, June 5, 2024
First Use In Commerce DateWednesday, June 5, 2024

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, March 29, 2023
Primary Code042
First Use Anywhere DateWednesday, June 5, 2024
First Use In Commerce DateWednesday, June 5, 2024

Trademark Owner History


Party NameAmerican Society of Pension Professionals & Actuaries
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressArlington, VA 22203

Trademark Events


Event DateEvent Description
Friday, March 10, 2023NEW APPLICATION ENTERED
Wednesday, March 29, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, December 5, 2023ASSIGNED TO EXAMINER
Tuesday, March 5, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Monday, June 10, 2024TEAS AMENDMENT OF USE RECEIVED
Monday, December 11, 2023NON-FINAL ACTION WRITTEN
Monday, December 11, 2023NON-FINAL ACTION E-MAILED
Monday, December 11, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, March 5, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Monday, June 10, 2024USE AMENDMENT FILED
Monday, June 10, 2024AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, June 11, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, October 2, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 2, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 2, 2024ASSIGNED TO LIE
Wednesday, October 23, 2024NON-FINAL ACTION WRITTEN
Wednesday, October 23, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, October 23, 2024NON-FINAL ACTION E-MAILED
Wednesday, October 23, 2024USE AMENDMENT ACCEPTED