USPTO serial 97841823
SP SIMPLE PRO IRA
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 16, 2024
- Examiner
- LEE, RAYMOND KANGMIN
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
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 | Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and, securities; record-keeping services for use in regulatory compliance in connections with financial investments; customer relationship management (CMR) services; administrative processing of stock purchase orders for others; billing services; business management services for the financial investment business of others | ACTIVE | Jun 21, 2023 |
| 036 | Individual retirement account services; investment advice and consultation in the field of retirement; financial administration of retirement plans for others; financial analysis and consulting; financial planning for retirement; financial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management; providing employee benefit administrative services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing employee benefit management services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; employee benefit advisory services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; consulting services in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing information in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; developing, processing and sponsoring retirement plans, multiple employer retirement plans and pooled employer retirement plans; pooled plan provider services for pooled employer retirement benefit plans; financial planning for retirement in the nature of retirement plan, multiple employer retirement plan and pooled employer retirement plan account management services; financial services, namely, retirement consultation and advisory services | ACTIVE | Jun 21, 2023 |
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 PCS Retirement, LLC
- Other trademarks owned by PCS Retirement, LLC
- Other trademarks in Class 035
- Other trademarks in Class 036
- Similar marks named SP SIMPLE PRO IRA
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 22, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 22, 2025 | 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. |
| Dec 22, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 22, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 22, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jul 16, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jul 16, 2024 | 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. |
| Jul 16, 2024 | 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. |
| Apr 30, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 30, 2024 | 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. |
| Apr 10, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 26, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 15, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 15, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 15, 2024 | 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 15, 2024 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Mar 14, 2024 | 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. |
| Mar 14, 2024 | 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. |
| Mar 14, 2024 | 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. |
| Mar 14, 2024 | IUAA | USE AMENDMENT ACCEPTED | — |
| Dec 13, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 29, 2023 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jun 29, 2023 | IUAF | USE AMENDMENT FILED | — |
| Jun 28, 2023 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Apr 7, 2023 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Apr 6, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 20, 2023 | NWAP | NEW APPLICATION ENTERED | — |