| Serial Number | 88817087 |
| Word Mark | M MANAGEDPLAN WEALTH MANAGEMENT MEETS RETIREMENT |
| Filing Date | Monday, March 2, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 24, 2021 |
| Registration Number | 6464512 |
| Registration Date | Tuesday, August 24, 2021 |
| Mark Drawing | 5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, December 29, 2020 |
| Description of Mark | The mark consists of the wording "MANAGEDPLAN" with "MANAGED" in bold. Above the "MANA" in "MANAGED" is a stylized "M". Below the wording "MANAGEDPLAN" is the wording "WEALTH MANAGEMENT MEETS RETIREMENT". |
| Goods and Services | Investment advisory services and financial administration of retirement plans for others; Financial and administrative services for management of retirement plans, namely, financial investment in the field of retirement plans, and financial administration of retirement plans for sponsors and participants through an account platform with access to investment managers; Financial services related to the foregoing, namely, financial planning for retirement, providing financial information; Financial investment services, namely, providing financial investment advisory, investment management, and retirement plan financial administration services in the field of retirement planning; Financial administration of retirement plans; Financial planning for retirement; Administrative services in the field of retirement plans, namely, financial administration of retirement plans and financial administration of retirement plans for sponsors of others; Financial investment brokerage |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes in the field of retirement planning; preparing reports relating to retirement plan investments; Providing business information concerning fiduciary compliance for business purposes; Financial record-keeping and recordkeeping services for retirement plans |
| Disclaimer with Predetermined Text | "MANAGED PLAN" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, March 8, 2020 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, July 14, 2020 |
| First Use In Commerce Date | Tuesday, July 14, 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 | Sunday, March 8, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, July 14, 2020 |
| First Use In Commerce Date | Tuesday, July 14, 2020 |
| Party Name | PCS Retirement, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Beaverton, OR 97008 |
| Party Name | PCS Retirement, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | PHILADELPHIA, PA 19103 |
| Party Name | PCS Retirement, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19103 |
| Event Date | Event Description |
| Monday, October 10, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, October 10, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, October 10, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, October 10, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, October 10, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, August 24, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 20, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Saturday, July 17, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, July 16, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, July 16, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 16, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 28, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 28, 2021 | NON-FINAL ACTION E-MAILED |
| Monday, June 28, 2021 | SU - NON-FINAL ACTION - WRITTEN |
| Sunday, June 27, 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, June 16, 2021 | USE AMENDMENT FILED |
| Sunday, June 27, 2021 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, June 16, 2021 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, February 23, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, February 16, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, February 16, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 16, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, February 16, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, February 16, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 16, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, January 29, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, January 29, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, January 29, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Friday, January 29, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, January 29, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, January 29, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Saturday, January 23, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Saturday, January 23, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, January 23, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Saturday, January 23, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Saturday, January 23, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Saturday, January 23, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, December 29, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 29, 2020 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 9, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, November 19, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, November 19, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, November 18, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, November 18, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, May 20, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 20, 2020 | NON-FINAL ACTION E-MAILED |
| Wednesday, May 20, 2020 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 20, 2020 | ASSIGNED TO EXAMINER |
| Sunday, March 8, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, March 5, 2020 | NEW APPLICATION ENTERED IN TRAM |