| Serial Number | 90758735 |
| Word Mark | ADVISORLAB |
| Filing Date | Monday, June 7, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 21, 2022 |
| Registration Number | 6765605 |
| Registration Date | Tuesday, June 21, 2022 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 5, 2022 |
| Goods and Services | 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 |
| Indication of Colors claimed | The color(s) blue, aqua and gold is/are claimed as a feature of the mark. |
| Description of Mark | The mark consists of the words ADVISOR LAB with no space between ADVISOR in blue title case letters and LAB in gold title case letter with a right triangle design to the left of the words ADVISORLAB with the top angular line of the right triangle design being blue with six vertical lines made up of segments of various lengths falling in a vertical line from the angled blue line, with each of the segments made up of various colors of blue, aqua and gold. |
| Pseudo Mark | ADVISOR LAB |
| Goods and Services | 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; financial analysis and consulting |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 27, 2021 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, September 1, 2020 |
| First Use In Commerce Date | Tuesday, September 1, 2020 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 27, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, September 1, 2020 |
| First Use In Commerce Date | Tuesday, September 1, 2020 |
| Party Name | PCS RETIREMENT, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | PHILADELPHIA, PA 19103 US |
| Party Name | The Advisor Lab, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19102 US |
| Party Name | The Advisor Lab, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19102 US |
| Party Name | The Advisor Lab, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19102 US |
| Event Date | Event Description |
| Thursday, June 10, 2021 | NEW APPLICATION ENTERED |
| Friday, August 27, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, August 28, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, February 23, 2022 | ASSIGNED TO EXAMINER |
| Monday, February 28, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 16, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 5, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 5, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 21, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 21, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, May 6, 2026 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |