TrademarkDir
CASH BALANCE PLAN SOLUTIONS
LIVE

Serial Number

99247268

Owner

George Gregory Bernhard

Attorney

David W. Aldrich

First Use Date

Nov 15, 2025

Filing Date

Jun 23, 2025

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CASH BALANCE PLAN SOLUTIONS Trademark

Serial Number: 99247268 • Registration: 8121036

CASH BALANCE PLAN SOLUTIONS is a trademark filed by George Gregory Bernhard on June 23, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

George Gregory Bernhard

8300 Boone Blvd, Suite 500
Vienna, VA 22182

Entity Type: 03

Trademark Details

Filing Date

June 23, 2025

Registration Date

January 27, 2026

First Use Anywhere

November 15, 2025

First Use in Commerce

November 15, 2025

Goods & Services

Financial consultancy services; Financial advisory services; Strategic financial advisory services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jan 27, 2026 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Jan 27, 2026 R.SR
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Dec 29, 2025 CNTA
USE AMENDMENT ACCEPTED
Dec 29, 2025 IUAA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 22, 2025 TROA
AMENDMENT TO USE PROCESSING COMPLETE
Dec 18, 2025 AUPC
USE AMENDMENT FILED
Dec 18, 2025 IUAF
TEAS AMENDMENT OF USE RECEIVED
Dec 18, 2025 EAAU
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 6, 2025 GNRN
NON-FINAL ACTION E-MAILED
Dec 6, 2025 GNRT
NON-FINAL ACTION WRITTEN
Dec 6, 2025 CNRT
ASSIGNED TO EXAMINER
Nov 11, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 3, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
Jun 23, 2025 MAFR
NEW APPLICATION ENTERED
Jun 23, 2025 NWAP

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