Who owns the 401(K) ROUNDTABLE trademark?

The 401(K) ROUNDTABLE trademark is owned by Creative Planning, LLC.

What class is the 401(K) ROUNDTABLE trademark registered in?

The 401(K) ROUNDTABLE trademark is registered in Class 041 (Education & entertainment services).

What is the serial number for 401(K) ROUNDTABLE?

The USPTO serial number for 401(K) ROUNDTABLE is 98620607.

What is the registration number for 401(K) ROUNDTABLE?

401(K) ROUNDTABLE is registered under USPTO registration number 7764024.

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401

USPTO Trademark Record

REGISTERED

401(K) ROUNDTABLE

SN 98620607·Reg 7764024·Filed Jun 26, 2024

Owner Creative Planning, LLC

Education; providing of training; entertainment; sporting and cultural activities.

401(K) ROUNDTABLE (Serial No. 98620607), Registration No. 7764024, is a registered US trademark filed on Jun 26, 2024 by Creative Planning, LLC. This trademark covers Class 041 (Education & entertainment services).

early section 8: April 15, 2031

Mark Intelligence

401(K) ROUNDTABLE (Reg. #7764024) is a registered US trademark that has been protecting its owner, Creative Planning, LLC, since 2024. The mark covers Class 041 (Education & entertainment services). Goods and services include Education; providing of training; entertainment; sporting and cultural activities..

FILED

Jun 26, 2024

SERIAL

98620607

REG#

7764024

REGISTERED

Apr 15, 2025

Filing Information

StatusREGISTERED

Filing DateJun 26, 2024

Serial Number98620607

Registration No.7764024

Registration DateApr 15, 2025

Status DateApr 15, 2025

Mark TypeStandard characters

Filing Basis & Declarations

Standard Characters ClaimedUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 041Education & entertainment services

US codes: 100, 101, 107

First use anywhere: Sep 17, 2024

First use in commerce: Sep 17, 2024

Education; providing of training; entertainment; sporting and cultural activities.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

21 events

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Apr 09, 2026

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 09, 2026

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Apr 09, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-SUPPLEMENTAL REGISTER

Apr 15, 2025

REGISTERED-SUPPLEMENTAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Apr 15, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

EXAMINERS AMENDMENT -WRITTEN

Mar 19, 2025

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Mar 19, 2025

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Mar 19, 2025

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Mar 19, 2025

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Mar 19, 2025

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

USE AMENDMENT ACCEPTED

Mar 17, 2025

USE AMENDMENT ACCEPTED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Mar 13, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

TEAS AMENDMENT OF USE RECEIVED

Mar 13, 2025

TEAS AMENDMENT OF USE RECEIVED

USE AMENDMENT FILED

Mar 13, 2025

USE AMENDMENT FILED

AMENDMENT TO USE PROCESSING COMPLETE

Mar 13, 2025

AMENDMENT TO USE PROCESSING COMPLETE

NON-FINAL ACTION WRITTEN

Jan 23, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jan 23, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jan 23, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jan 21, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jan 20, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jun 26, 2024

NEW APPLICATION ENTERED

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