| Serial Number | 97841823 |
| Word Mark | SP SIMPLE PRO IRA |
| Filing Date | Thursday, March 16, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 16, 2024 |
| Registration Number | 7446112 |
| Registration Date | Tuesday, July 16, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 30, 2024 |
| NOT AVAILABLE | "PRO" and "IRA" |
| Description of Mark | The mark consists of SIMPLE in large blue capital letters with the words PRO IRA in black capital letters to the right of SIMPLE with PRO on top of IRA, with a design to the left of SIMPLE that has a S shape in blue interlocked with a P in gold. |
| Goods and Services | Individual retirement account services; investment advice and consultation in the field of retirement; financial administration of retirement plans for others; financial analysis and consulting; financial planning for retirement; financial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management; providing employee benefit administrative services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing employee benefit management services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; employee benefit advisory services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; consulting services in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing information in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; developing, processing and sponsoring retirement plans, multiple employer retirement plans and pooled employer retirement plans; pooled plan provider services for pooled employer retirement benefit plans; financial planning for retirement in the nature of retirement plan, multiple employer retirement plan and pooled employer retirement plan account management services; financial services, namely, retirement consultation and advisory services |
| Goods and Services | Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and, securities; record-keeping services for use in regulatory compliance in connections with financial investments; customer relationship management (CMR) services; administrative processing of stock purchase orders for others; billing services; business management services for the financial investment business of others |
| Indication of Colors claimed | The color(s) blue, gold, and black is/are claimed as a feature of the mark. |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, April 6, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, June 21, 2023 |
| First Use In Commerce Date | Wednesday, June 21, 2023 |
| 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 | Thursday, April 6, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, June 21, 2023 |
| First Use In Commerce Date | Wednesday, June 21, 2023 |
| Party Name | PCS Retirement, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19103 |
| Party Name | PCS Retirement, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Beaverton, OR 97008 |
| Party Name | PCS Retirement, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Beaverton, OR 97008 |
| Event Date | Event Description |
| Monday, March 20, 2023 | NEW APPLICATION ENTERED |
| Thursday, April 6, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, April 7, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, June 28, 2023 | TEAS AMENDMENT OF USE RECEIVED |
| Thursday, June 29, 2023 | USE AMENDMENT FILED |
| Thursday, June 29, 2023 | AMENDMENT TO USE PROCESSING COMPLETE |
| Wednesday, December 13, 2023 | ASSIGNED TO EXAMINER |
| Thursday, March 14, 2024 | USE AMENDMENT ACCEPTED |
| Thursday, March 14, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, March 14, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, March 14, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 15, 2024 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Friday, March 15, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, March 15, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, March 15, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 26, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 10, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 30, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 30, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 16, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 16, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 16, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Monday, December 22, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, December 22, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, December 22, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, December 22, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, December 22, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |