USPTO serial 87540133
THE ADVISOR LAB 401(K) TOOLKIT
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Apr 21, 2020
- Examiner
- LEE, JANET H
- Law office
- Historical data usage
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
PHILADELPHIA, PA, US
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 |
|---|---|---|---|
| 042 | Providing web-based solutions for financial advisors to operate more efficiently, namely, providing a website featuring a search engine that enables financial advisors and others to query the most recent Form 5500 data and reports to assist in identifying, benchmarking, comparing and proposing retirement plans and creating related reports | ACTIVE | Jan 1, 2018 |
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 owned by The Advisor Lab, LLC
- Other trademarks in Class 042
- Similar marks named THE ADVISOR LAB 401(K) TOOLKIT
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| May 18, 2026 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| May 18, 2026 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| May 18, 2026 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| May 6, 2026 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Feb 24, 2026 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Apr 21, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Apr 21, 2020 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Mar 18, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Mar 17, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Mar 13, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 13, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 13, 2020 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Sep 14, 2019 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Sep 14, 2019 | GNFR | FINAL REFUSAL E-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. |
| Sep 14, 2019 | CNFR | SU - 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. |
| Sep 3, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 3, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| 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 | — |
| Aug 28, 2019 | ALIE | ASSIGNED TO LIE | — |
| Aug 21, 2019 | 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. |
| Aug 21, 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 21, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 21, 2019 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| Feb 21, 2019 | GNRT | NON-FINAL ACTION E-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. |
| Feb 21, 2019 | CNRT | SU - 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 15, 2019 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Feb 14, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 14, 2019 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Feb 14, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Feb 7, 2019 | IUAF | USE AMENDMENT FILED | — |
| Feb 7, 2019 | EXT1 | SOU EXTENSION 1 FILED | — |
| Feb 7, 2019 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Feb 7, 2019 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Aug 7, 2018 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Jun 12, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 12, 2018 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| May 23, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 5, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 5, 2018 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 5, 2018 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 5, 2018 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 5, 2018 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Apr 25, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 24, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 24, 2018 | 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. |
| Oct 24, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| Oct 24, 2017 | GNRT | NON-FINAL ACTION E-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. |
| Oct 24, 2017 | 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. |
| Oct 23, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 29, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 27, 2017 | NWAP | NEW APPLICATION ENTERED | — |