TrademarkDir
M MANAGEDPLAN WEALTH MANAGEMENT MEETS RETIREMENT
LIVE

Serial Number

88817087

Owner

PCS Retirement, LLC

Attorney

Camille M. Miller

First Use Date

Jul 14, 2020

Filing Date

Mar 2, 2020

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M MANAGEDPLAN WEALTH MANAGEMENT MEETS RETIREMENT Trademark

Serial Number: 88817087 • Registration: 6464512

M MANAGEDPLAN WEALTH MANAGEMENT MEETS RETIREMENT is a trademark filed by PCS Retirement, LLC on March 2, 2020. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

PCS Retirement, LLC

1818 Market Street, Suite 930
Philadelphia, PA 19103

Entity Type: 16

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

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Aug 24, 2026 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 22, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 22, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 22, 2025 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 22, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 22, 2025 COAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Oct 10, 2022 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 10, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 10, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 10, 2022 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Oct 10, 2022 COAR
REGISTERED-PRINCIPAL REGISTER
Aug 24, 2021 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jul 20, 2021 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jul 17, 2021 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 16, 2021 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 16, 2021 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 16, 2021 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 28, 2021 GNRN
NON-FINAL ACTION E-MAILED
Jun 28, 2021 GNRT
SU - NON-FINAL ACTION - WRITTEN
Jun 28, 2021 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Jun 27, 2021 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jun 27, 2021 AITU
USE AMENDMENT FILED
Jun 16, 2021 IUAF
TEAS STATEMENT OF USE RECEIVED
Jun 16, 2021 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Feb 23, 2021 NOAM
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 16, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 16, 2021 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Feb 16, 2021 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 16, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 16, 2021 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 16, 2021 COAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jan 29, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 29, 2021 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jan 29, 2021 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 29, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 29, 2021 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jan 29, 2021 COAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jan 23, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 23, 2021 TCCA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jan 23, 2021 EWAF
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 23, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 23, 2021 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jan 23, 2021 COAR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 29, 2020 NPUB
PUBLISHED FOR OPPOSITION
Dec 29, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 9, 2020 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 19, 2020 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 19, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 18, 2020 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 18, 2020 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 20, 2020 GNRN
NON-FINAL ACTION E-MAILED
May 20, 2020 GNRT
NON-FINAL ACTION WRITTEN
May 20, 2020 CNRT
ASSIGNED TO EXAMINER
May 20, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 8, 2020 NWOS
NEW APPLICATION ENTERED
Mar 5, 2020 NWAP

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