USPTO trademark

401(K) ROUNDTABLE

RegisteredUSPTOWord markClass 41

"401(K) ROUNDTABLE" is a word mark owned by Creative Planning, LLC, filed at the USPTO on June 26, 2024. It is registered and covers class 41 (Education and Entertainment).

View Creative Planning, LLC portfolioGet this data via the API
Official USPTO record
401(K) ROUNDTABLE trademark as filed
As filed with the USPTO
Status
Registered
Since April 15, 2025
Filed
June 26, 2024
Registered
April 15, 2025
Expires
Not recorded
Application no.
98620607
Registration no.
7764024
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns 401(K) ROUNDTABLE

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

Creative Planning, LLC

Overland Park, United States

47 trademarks in the portfolioView company

Representative

Jonathan L. Hines

Creative Planning Legal, P.A.

Goods and services

What the mark covers

The products and services 401(K) ROUNDTABLE is filed for, grouped by Nice class.

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Teas change of correspondence received
  2. Attorney/dom.rep.revoked and/or appointed
  3. Teas revoke/app/change addr of atty/dom rep received
  4. Notice of registration confirmation emailed
  5. Registered-supplemental register
  6. Approved for registration supplemental register
  7. Examiner's amendment entered
  8. Notification of examiners amendment e-mailed
  9. Examiners amendment e-mailed
  10. Examiners amendment -written

10 earlier steps on the official record.

FAQ

About 401(K) ROUNDTABLE

Who owns the trademark "401(K) ROUNDTABLE"?

The USPTO trademark "401(K) ROUNDTABLE" (application 98620607) is owned by Creative Planning, LLC.

What is the status of "401(K) ROUNDTABLE"?

Its status at the USPTO is: registered.

When was "401(K) ROUNDTABLE" registered?

It was registered on April 15, 2025.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull 401(K) ROUNDTABLE and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d2938-c292-7549-aef9-e3e4665e4622
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2938-c292-7549-aef9-e3e4665e4622",
  "object": "trademark",
  "mark_text": "401(K) ROUNDTABLE",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "98620607",
  "filing_date": "2024-06-26",
  "nice_classes": [
    41
  ],
  "owners": [
    {
      "name": "Creative Planning, LLC",
      "entity_id": "ent_019eb70b-576f-765e-984d-851edce21f58"
    }
  ]
}