Serial Number
88817087
Owner
PCS RETIREMENT, LLCAttorney
Camille M. MillerFirst Use Date
Jul 14, 2020
Filing Date
Mar 2, 2020
M MANAGEDPLAN WEALTH MANAGEMENT MEETS RETIREMENT Trademark
Serial Number: 88817087 • Registration: 6464512
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Camille M. Miller COZEN O'CONNOR
1650 Market Street, Suite 2800
One Liberty Place
Philadelphia, PA 19103
United States
Trademark Details
Filing Date
March 2, 2020
Registration Date
August 24, 2021
First Use Anywhere
July 14, 2020
First Use in Commerce
July 14, 2020
Published for Opposition
December 29, 2020
Goods & 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; Financial investment services, namely, providing financial investment advisory, investment management, and retirement plan financial administration services in the field of retirement planning; Financial administration of retirement plans; Financial planning for retirement; Administrative services in the field of retirement plans, namely, financial administration of retirement plans and financial administration of retirement plans for sponsors of others; Financial investment brokerage
Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes in the field of retirement planning; preparing reports relating to retirement plan investments; Providing business information concerning fiduciary compliance for business purposes; Financial record-keeping and recordkeeping services for retirement plans
