TrademarkDir
METHODPLAN
LIVE

Serial Number

98917800

Owner

MethodPlan, LLC

Attorney

Erik M. Pelton

First Use Date

Feb 5, 2024

Filing Date

Dec 22, 2024

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METHODPLAN Trademark

Serial Number: 98917800

METHODPLAN is a trademark filed by MethodPlan, LLC on December 22, 2024. The trademark is classified under Class 9 (Computers & Electronics), Class 42 (Computer & Scientific). The application is currently pending registration.

Owner Contact Info

MethodPlan, LLC

5820 4th Street South
Arlington, VA 22204

Entity Type: 16

Trademark Details

Filing Date

December 22, 2024

Registration Date

Not Registered

First Use Anywhere

February 5, 2024

First Use in Commerce

November 8, 2024

Goods & 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

Downloadable software for data modeling and customer relationship management for management of retirement plan advisors and businesses

Filing History

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Feb 24, 2026 CNTA
EXAMINER'S AMENDMENT ENTERED
Feb 24, 2026 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Feb 24, 2026 GNEN
EXAMINERS AMENDMENT E-MAILED
Feb 24, 2026 GNEA
EXAMINERS AMENDMENT -WRITTEN
Feb 24, 2026 CNEA
NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED
Feb 4, 2026 RDX3
ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED
Feb 4, 2026 RDX1
ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED
Feb 4, 2026 RRDX
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 19, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 19, 2025 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Dec 19, 2025 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Dec 8, 2025 GNFN
FINAL REFUSAL E-MAILED
Dec 8, 2025 GNFR
FINAL REFUSAL WRITTEN
Dec 8, 2025 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 22, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 22, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 22, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 20, 2025 GNRN
NON-FINAL ACTION E-MAILED
Jun 20, 2025 GNRT
NON-FINAL ACTION WRITTEN
Jun 20, 2025 CNRT
ASSIGNED TO EXAMINER
Jun 9, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 22, 2024 NWOS
NEW APPLICATION ENTERED
Dec 22, 2024 NWAP

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