| 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 | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 29, 2015 |
| 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. |
| 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 |
| Pseudo Mark | MANAGED PLAN |
| Indication of Colors claimed | The color(s) black, white, orange, and gray is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "MANAGED PLAN" |
| Goods and Services | providing a website featuring technology that allows users to analyze and update information related to their retirement accounts |
| 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, May 19, 2023 | CANCELLED SEC. 8 (6-YR) |
| 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 |
| Monday, November 8, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, August 28, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, August 28, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, August 14, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, September 27, 2017 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, November 8, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 4, 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED |
| Monday, October 3, 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, September 14, 2016 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, August 19, 2016 | USE AMENDMENT FILED |
| Tuesday, September 13, 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, August 19, 2016 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, May 4, 2016 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, February 23, 2016 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 29, 2015 | PUBLISHED FOR OPPOSITION |
| Wednesday, December 9, 2015 | NOTICE OF PUBLICATION |
| Friday, November 13, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, November 3, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, November 3, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 3, 2015 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, May 6, 2015 | FINAL REFUSAL MAILED |
| Tuesday, May 5, 2015 | FINAL REFUSAL WRITTEN |
| Thursday, April 16, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, April 15, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, April 15, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, October 16, 2014 | NON-FINAL ACTION MAILED |
| Wednesday, October 15, 2014 | NON-FINAL ACTION WRITTEN |
| Thursday, September 25, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, September 24, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, September 24, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, March 24, 2014 | NON-FINAL ACTION MAILED |
| Saturday, March 22, 2014 | NON-FINAL ACTION WRITTEN |
| Saturday, March 15, 2014 | ASSIGNED TO EXAMINER |
| Saturday, December 14, 2013 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Friday, December 13, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, December 6, 2013 | NEW APPLICATION ENTERED |