TrademarkDir
PLANFINDER
LIVE

Serial Number

86082113

Owner

PCS RETIREMENT, LLC

Attorney

Camille M. Miller

First Use Date

Dec 31, 2009

Filing Date

Oct 3, 2013

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PLANFINDER Trademark

Serial Number: 86082113 • Registration: 4887041

PLANFINDER is a trademark filed by PCS RETIREMENT, LLC on October 3, 2013. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

PCS RETIREMENT, LLC (33 trademarks)

Beaverton, OR 97008

Entity Type: 16

The Advisor Lab, LLC (11 trademarks)

Suite 1000
Philadelphia, PA 19103

Entity Type: 16

Trademark Details

Filing Date

October 3, 2013

Registration Date

January 12, 2016

First Use Anywhere

December 31, 2009

First Use in Commerce

December 31, 2009

Goods & Services

Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services

Providing solutions for financial advisors to operate more efficiently, namely, providing a website featuring a search engine that enables financial advisors and others to query the most recent Form 5500 data based on a variety of selection criteria and to export data in a format suitable for easy download into a client relationship management system

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 17, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 17, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 17, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Mar 17, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Mar 17, 2026 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Mar 11, 2026 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Mar 11, 2026 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Mar 11, 2026 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Mar 10, 2026 APRE
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 18, 2026 ASGN
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jan 22, 2026 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 23, 2025 ASCK
TEAS SECTION 8 & 9 RECEIVED
Dec 17, 2025 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jan 12, 2025 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Dec 8, 2021 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Dec 8, 2021 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 8, 2021 APRE
TEAS SECTION 8 RECEIVED
Jul 19, 2021 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 12, 2021 REM1
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 28, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 28, 2019 REAP
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sep 27, 2017 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
May 4, 2016 ASCK
REGISTERED-SUPPLEMENTAL REGISTER
Jan 12, 2016 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Dec 9, 2015 PREV
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE MAILED
Dec 3, 2015 AAUA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Dec 2, 2015 CNTA
USE AMENDMENT ACCEPTED
Dec 2, 2015 IUAA
AMENDMENT TO USE PROCESSING COMPLETE
Oct 22, 2015 AUPC
USE AMENDMENT FILED
Oct 22, 2015 IUAF
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 22, 2015 TEME
ASSIGNED TO LIE
Oct 14, 2015 ALIE
ASSIGNED TO LIE
Oct 6, 2015 ALIE
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 18, 2015 CRFA
TEAS AMENDMENT OF USE RECEIVED
Sep 18, 2015 EAAU
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 18, 2015 TROA
NON-FINAL ACTION MAILED
Mar 20, 2015 CNRT
NON-FINAL ACTION WRITTEN
Mar 20, 2015 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 18, 2015 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 17, 2015 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Feb 17, 2015 ERFR
FINAL REFUSAL MAILED
Aug 14, 2014 CNFR
FINAL REFUSAL WRITTEN
Aug 13, 2014 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 25, 2014 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 24, 2014 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 24, 2014 TROA
NON-FINAL ACTION MAILED
Jan 27, 2014 CNRT
NON-FINAL ACTION WRITTEN
Jan 24, 2014 CNRT
ASSIGNED TO EXAMINER
Jan 16, 2014 DOCK
NOTICE OF PSEUDO MARK MAILED
Oct 11, 2013 MPMK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 10, 2013 NWOS
NEW APPLICATION ENTERED
Oct 7, 2013 NWAP

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