| Serial Number | 97214951 |
| Word Mark | WHERE GREAT PLANS COME TOGETHER |
| Filing Date | Wednesday, January 12, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 11, 2023 |
| Registration Number | 7022477 |
| Registration Date | Tuesday, April 11, 2023 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 24, 2023 |
| 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 |
| Goods and Services | 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; financial analysis and consulting |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, January 19, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, October 25, 2021 |
| First Use In Commerce Date | Monday, October 25, 2021 |
| 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 | Wednesday, January 19, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, October 25, 2021 |
| First Use In Commerce Date | Monday, October 25, 2021 |
| 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 |
| Saturday, January 15, 2022 | NEW APPLICATION ENTERED |
| Wednesday, January 19, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, October 10, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, October 10, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, October 10, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, October 20, 2022 | ASSIGNED TO EXAMINER |
| Monday, October 24, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, October 24, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Monday, October 24, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, October 24, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Monday, October 24, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, November 8, 2022 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Thursday, November 17, 2022 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Thursday, December 15, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, December 15, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, December 15, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, December 19, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, December 19, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, December 19, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, December 20, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, December 20, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, December 20, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, December 21, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 4, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 24, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 24, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 11, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 11, 2023 | 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 |