| Serial Number | 98917800 |
| Word Mark | METHODPLAN |
| Filing Date | Sunday, December 22, 2024 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Monday, December 8, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Consulting in the field of customer relationship management software for retirement plan advisors and businesses; Software as a service (SAAS) services featuring software for data modeling and customer relationship management for management of retirement plan advisors and businesses; Providing temporary use of online non-downloadable computer software for data modeling and customer relationship management for management of retirement plan advisors and businesses |
| NOT AVAILABLE | "PLAN" |
| Goods and Services | Downloadable software for data modeling and customer relationship management for management of retirement plan advisors and businesses |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, September 22, 2025 |
| Primary Code | 009 |
| First Use Anywhere Date | Monday, February 5, 2024 |
| First Use In Commerce Date | Friday, November 8, 2024 |
| 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 | 6 - Active |
| Class Status Date | Monday, September 22, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, February 5, 2024 |
| First Use In Commerce Date | Friday, November 8, 2024 |
| Party Name | MethodPlan, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Arlington, VA 22204 |
| Event Date | Event Description |
| Sunday, December 22, 2024 | NEW APPLICATION ENTERED |
| Sunday, December 22, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, June 9, 2025 | ASSIGNED TO EXAMINER |
| Friday, June 20, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, June 20, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, June 20, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, September 22, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, September 22, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, September 22, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, December 8, 2025 | FINAL REFUSAL WRITTEN |
| Monday, December 8, 2025 | FINAL REFUSAL E-MAILED |
| Monday, December 8, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Friday, December 19, 2025 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Friday, December 19, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, December 19, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |