| Serial Number | 86133523 |
| Word Mark | MANAGEDPLAN |
| Filing Date | Tuesday, December 3, 2013 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, May 19, 2023 |
| Registration Number | 5078289 |
| Registration Date | Tuesday, November 8, 2016 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 29, 2015 |
| Pseudo Mark | MANAGED PLAN |
| NOT AVAILABLE | "MANAGED PLAN" |
| 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 |
| Goods and Services | providing a website featuring technology that allows users to analyze and update information related to their retirement accounts |
| Indication of Colors claimed | The color(s) black, white, orange, and gray is/are claimed as a feature of the mark. |
| Description of Mark | The mark consists of the stylized wording "MANAGEDPLAN" with "MANAGED" in black and "PLAN" in white. Behind the word "PLAN" is an orange cube-shaped box, the top of which is a lighter shade of orange than the sides, and below which is a gray shadow. |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, May 19, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, January 1, 2014 |
| First Use In Commerce Date | Wednesday, January 1, 2014 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, May 19, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, January 1, 2014 |
| First Use In Commerce Date | Wednesday, January 1, 2014 |
| Party Name | PCS RETIREMENT, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Beaverton, OR 97008 |
| Party Name | Professional Capital Services, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19103 |
| Party Name | Professional Capital Services, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19103 |
| Party Name | Professional Capital Services, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19102 |
| Event Date | Event Description |
| Friday, December 6, 2013 | NEW APPLICATION ENTERED |
| Friday, December 13, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, December 14, 2013 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Saturday, March 15, 2014 | ASSIGNED TO EXAMINER |
| Saturday, March 22, 2014 | NON-FINAL ACTION WRITTEN |
| Monday, March 24, 2014 | NON-FINAL ACTION MAILED |
| Wednesday, September 24, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, September 24, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 25, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, October 15, 2014 | NON-FINAL ACTION WRITTEN |
| Thursday, October 16, 2014 | NON-FINAL ACTION MAILED |
| Wednesday, April 15, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 15, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, April 16, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, May 5, 2015 | FINAL REFUSAL WRITTEN |
| Wednesday, May 6, 2015 | FINAL REFUSAL MAILED |
| Tuesday, November 3, 2015 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, November 3, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 3, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, November 13, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 9, 2015 | NOTICE OF PUBLICATION |
| Tuesday, December 29, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 23, 2016 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, May 4, 2016 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Friday, August 19, 2016 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, September 13, 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, August 19, 2016 | USE AMENDMENT FILED |
| Wednesday, September 14, 2016 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, October 3, 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, October 4, 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED |
| Tuesday, November 8, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, September 27, 2017 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, August 14, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, August 28, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, August 28, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, November 8, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, October 10, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, October 10, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, October 10, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, October 10, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, October 10, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, May 19, 2023 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, December 23, 2025 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |