ADVISORPLAN Trademark

Trademark Overview

On Wednesday, December 24, 2003, a trademark application was filed for ADVISORPLAN with the United States Patent and Trademark Office. The USPTO has given the ADVISORPLAN trademark a serial number of 78345412. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, May 7, 2024. This trademark is owned by Professional Capital Services, LLC. The ADVISORPLAN trademark is filed in the Insurance & Financial Services category with the following description:

financial and administrative services, namely, financial investment in the field of retirement plans and administration of retirement plans
advisorplan

General Information

Serial Number78345412
Word MarkADVISORPLAN
Filing DateWednesday, December 24, 2003
Status800 - REGISTERED AND RENEWED
Status DateTuesday, May 7, 2024
Registration Number2919033
Registration DateTuesday, January 18, 2005
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 26, 2004

Trademark Statements

Pseudo MarkADVISOR PLAN
Goods and Servicesfinancial and administrative services, namely, financial investment in the field of retirement plans and administration of retirement plans

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 9, 2004
Primary Code036
First Use Anywhere DateWednesday, September 18, 2002
First Use In Commerce DateWednesday, September 18, 2002

Trademark Owner History

Party NamePCS RETIREMENT, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressBeaverton, OR 97008
Party NameProfessional Capital Services, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19103
Party NameProfessional Capital Services, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19103
Party NameProfessional Capital Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19103

Trademark Events

Event DateEvent Description
Monday, July 26, 2004CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 30, 2004AMENDMENT FROM APPLICANT ENTERED
Monday, August 2, 2004APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, January 9, 2004NEW APPLICATION ENTERED
Wednesday, July 14, 2004ASSIGNED TO EXAMINER
Wednesday, July 14, 2004NON-FINAL ACTION E-MAILED
Monday, July 26, 2004TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, July 17, 2015TEAS SECTION 8 & 9 RECEIVED
Wednesday, August 18, 2004ASSIGNED TO LIE
Friday, August 27, 2004LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, October 6, 2004NOTICE OF PUBLICATION
Tuesday, October 26, 2004PUBLISHED FOR OPPOSITION
Tuesday, January 18, 2005REGISTERED-PRINCIPAL REGISTER
Friday, January 21, 2011TEAS SECTION 8 & 15 RECEIVED
Thursday, February 3, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, February 3, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, August 28, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, July 17, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, August 10, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, August 10, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, August 10, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, August 10, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED
Wednesday, May 4, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, September 27, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, August 14, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, August 28, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, January 18, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, January 18, 2024TEAS SECTION 8 & 9 RECEIVED
Tuesday, May 7, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, May 7, 2024REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Tuesday, May 7, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, May 7, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, October 10, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, October 10, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, October 10, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, October 10, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, October 10, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED

Related Keywords

advisorplan financial retirement plans administration field investment administrative services namely