USPTO serial 86082125
RETIREMENT PLAN EFFICIENCY ANALYSIS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 12, 2016
- Examiner
- CROMER, ZACHARY
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
PHILADELPHIA, PA, US
Philadelphia, PA, US
Philadelphia, PA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Camille M. Miller
Camille M. Miller Cozen O'Connor1650 Market Street, Suite 2800One Liberty PlacePhiladelphia, PA 19103Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that displays a side-by-side comparison of a current retirement plan design and performance against a proposed plan design whereby such comparison communicates features, benefits and overall impact of the proposed plan design's value proposition as customized with specific investment line-up and models for business or commercial purposes | ACTIVE | Dec 31, 2009 |
| 036 | Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services | ACTIVE | Dec 31, 2009 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by PCS RETIREMENT, LLC
- Other trademarks owned by The Advisor Lab, LLC
- Other trademarks owned by The Advisor Lab, LLC
- Other trademarks in Class 035
- Other trademarks in Class 036
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Mar 17, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 17, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 17, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 17, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 17, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 11, 2026 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Mar 11, 2026 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Mar 11, 2026 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Mar 10, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Feb 18, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 22, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 23, 2025 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Dec 17, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jan 12, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Dec 8, 2021 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Dec 8, 2021 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Dec 8, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 19, 2021 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jan 12, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Aug 28, 2019 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 28, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 27, 2017 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| May 4, 2016 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jan 12, 2016 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Dec 9, 2015 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Dec 2, 2015 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Dec 1, 2015 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE MAILED | — |
| Nov 30, 2015 | IUAA | USE AMENDMENT ACCEPTED | — |
| Oct 22, 2015 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Oct 22, 2015 | IUAF | USE AMENDMENT FILED | — |
| Oct 22, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Oct 14, 2015 | ALIE | ASSIGNED TO LIE | — |
| Oct 6, 2015 | ALIE | ASSIGNED TO LIE | — |
| Sep 18, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 18, 2015 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Sep 18, 2015 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Mar 20, 2015 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Mar 20, 2015 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Feb 18, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 17, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 17, 2015 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Aug 14, 2014 | CNFR | FINAL REFUSAL MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Aug 13, 2014 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jul 24, 2014 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 24, 2014 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 24, 2014 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jan 24, 2014 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 23, 2014 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jan 16, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 10, 2013 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 7, 2013 | NWAP | NEW APPLICATION ENTERED | — |