401(K) ROUNDTABLE

LIVE

Serial Number

98620607

Owner

Creative Planning, LLC

Attorney

Jonathan L. Hines

First Use Date

Sep 17, 2024

Filing Date

Jun 26, 2024

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401(K) ROUNDTABLE Trademark

Serial Number: 98620607 • Registration: 7764024

401(K) ROUNDTABLE is a trademark filed by Creative Planning, LLC on June 26, 2024. The trademark is classified under Class 41 (Education & Entertainment). The application is currently registered and active.

Trademark Classes

Class 41 - Education & Entertainment

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

Owner Contact Info

Creative Planning, LLC (2 trademarks)

5454 W. 110th Street
Overland Park, KS 66211

Entity Type: 16

Legal Representation

Attorney of Record

Jonathan L. Hines

71 trademarks filed View all →

Correspondence Address

Jonathan L. Hines Creative Planning Legal, P.A.

5454 W 110th Street

Overland Park, KS 66211

United States

Trademark Details

Filing Date

June 26, 2024

Registration Date

April 15, 2025

First Use Anywhere

September 17, 2024

First Use in Commerce

September 17, 2024

Goods & Services

Educational services, namely, providing on-line podcasts in the fields of financial, investment and tax advice

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Apr 9, 2026 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 9, 2026 ARAA

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

Apr 9, 2026 REAP

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Apr 15, 2025 NRCS

REGISTERED-SUPPLEMENTAL REGISTER

Apr 15, 2025 R.SR

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Mar 19, 2025 CNTA

EXAMINER'S AMENDMENT ENTERED

Mar 19, 2025 XAEC

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Mar 19, 2025 GNEN

EXAMINERS AMENDMENT E-MAILED

Mar 19, 2025 GNEA

EXAMINERS AMENDMENT -WRITTEN

Mar 19, 2025 CNEA

USE AMENDMENT ACCEPTED

Mar 17, 2025 IUAA

AMENDMENT TO USE PROCESSING COMPLETE

Mar 13, 2025 AUPC

USE AMENDMENT FILED

Mar 13, 2025 IUAF

TEAS AMENDMENT OF USE RECEIVED

Mar 13, 2025 EAAU

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Mar 13, 2025 TROA

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jan 23, 2025 GNRN

NON-FINAL ACTION E-MAILED

Jan 23, 2025 GNRT

NON-FINAL ACTION WRITTEN

Jan 23, 2025 CNRT

ASSIGNED TO EXAMINER

Jan 21, 2025 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jan 20, 2025 NWOS

NEW APPLICATION ENTERED

Jun 26, 2024 NWAP

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