CASH BALANCE PLAN SOLUTIONS
"CASH BALANCE PLAN SOLUTIONS" is a word mark owned by George Gregory Bernhard, filed at the USPTO on June 23, 2025. It is registered and covers class 36 (Insurance and Financial).
- Status
- Registered
- Since January 27, 2026
- Filed
- June 23, 2025
- Registered
- January 27, 2026
- Expires
- Not recorded
- Application no.
- 99247268
- Registration no.
- 8121036
- Office
- USPTO
- United States Patent and Trademark Office
- Mark type
- Word mark
- 1 class
Who owns CASH BALANCE PLAN SOLUTIONS
The owner and representative on file with the office.
Owner
George Gregory Bernhard
Vienna, United States
Representative
David W. Aldrich
Forge IP, PLLC
What the mark covers
The products and services CASH BALANCE PLAN SOLUTIONS is filed for, grouped by Nice class.
Financial consultancy services; Financial advisory services; Strategic financial advisory services
What has happened so far
Steps recorded by the USPTO, newest first.
- Notice of registration confirmation emailed
- Registered-supplemental register
- Approved for registration supplemental register
- Use amendment accepted
- Teas response to office action received
- Amendment to use processing complete
- Use amendment filed
- Teas amendment of use received
- Notification of non-final action e-mailed
- Non-final action e-mailed
5 earlier steps on the official record.
About CASH BALANCE PLAN SOLUTIONS
Who owns the trademark "CASH BALANCE PLAN SOLUTIONS"?
The USPTO trademark "CASH BALANCE PLAN SOLUTIONS" (application 99247268) is owned by George Gregory Bernhard.
What is the status of "CASH BALANCE PLAN SOLUTIONS"?
Its status at the USPTO is: registered.
When was "CASH BALANCE PLAN SOLUTIONS" registered?
It was registered on January 27, 2026.
Get this data via the API
Everything on this page comes from the Signa API. Pull CASH BALANCE PLAN SOLUTIONS 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}/eventsEvery step in the office history
GET/v1/proceedings?trademark_id={id}Oppositions and cancellations against the mark
ID=tm_019d2ae6-812c-762d-82be-58c0c1fda150
curl https://api.signa.so/v1/trademarks/$ID \
-H "Authorization: Bearer $SIGNA_API_KEY"{
"id": "tm_019d2ae6-812c-762d-82be-58c0c1fda150",
"object": "trademark",
"mark_text": "CASH BALANCE PLAN SOLUTIONS",
"status": {
"primary": "active",
"stage": "registered"
},
"office_code": "US",
"application_number": "99247268",
"filing_date": "2025-06-23",
"nice_classes": [
36
],
"owners": [
{
"name": "George Gregory Bernhard",
"entity_id": null
}
]
}