TrademarkDir
THE ADVISOR LAB 401(K) TOOLKIT
LIVE

Serial Number

87540133

Owner

PCS RETIREMENT, LLC

Attorney

Camille M. Miller

First Use Date

Jan 1, 2018

Filing Date

Jul 24, 2017

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THE ADVISOR LAB 401(K) TOOLKIT Trademark

Serial Number: 87540133 • Registration: 6037524

THE ADVISOR LAB 401(K) TOOLKIT is a trademark filed by PCS RETIREMENT, LLC on July 24, 2017. The trademark is classified under 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

July 24, 2017

Registration Date

April 21, 2020

First Use Anywhere

January 1, 2018

First Use in Commerce

January 1, 2018

Published for Opposition

June 12, 2018

Goods & Services

Providing web-based 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 and reports to assist in identifying, benchmarking, comparing and proposing retirement plans and creating related reports

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
May 18, 2026 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
May 18, 2026 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 18, 2026 APRE
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 6, 2026 ASGN
TEAS SECTION 8 & 15 RECEIVED
Feb 24, 2026 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Apr 21, 2025 REM1
REGISTERED-PRINCIPAL REGISTER
Apr 21, 2020 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Mar 18, 2020 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Mar 17, 2020 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 13, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 13, 2020 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Mar 13, 2020 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Sep 14, 2019 GNFN
FINAL REFUSAL E-MAILED
Sep 14, 2019 GNFR
SU - FINAL REFUSAL - WRITTEN
Sep 14, 2019 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 3, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 3, 2019 CRFA
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
ASSIGNED TO LIE
Aug 28, 2019 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 21, 2019 TROA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 21, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 21, 2019 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 21, 2019 GNRN
NON-FINAL ACTION E-MAILED
Feb 21, 2019 GNRT
SU - NON-FINAL ACTION - WRITTEN
Feb 21, 2019 CNRT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Feb 15, 2019 EXRA
STATEMENT OF USE PROCESSING COMPLETE
Feb 14, 2019 SUPC
SOU EXTENSION 1 GRANTED
Feb 14, 2019 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Feb 14, 2019 AITU
USE AMENDMENT FILED
Feb 7, 2019 IUAF
SOU EXTENSION 1 FILED
Feb 7, 2019 EXT1
SOU TEAS EXTENSION RECEIVED
Feb 7, 2019 EEXT
TEAS STATEMENT OF USE RECEIVED
Feb 7, 2019 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Aug 7, 2018 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jun 12, 2018 NPUB
PUBLISHED FOR OPPOSITION
Jun 12, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 23, 2018 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
May 5, 2018 CNSA
EXAMINER'S AMENDMENT ENTERED
May 5, 2018 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
May 5, 2018 GNEN
EXAMINERS AMENDMENT E-MAILED
May 5, 2018 GNEA
EXAMINERS AMENDMENT -WRITTEN
May 5, 2018 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 25, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 24, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Apr 24, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 24, 2017 GNRN
NON-FINAL ACTION E-MAILED
Oct 24, 2017 GNRT
NON-FINAL ACTION WRITTEN
Oct 24, 2017 CNRT
ASSIGNED TO EXAMINER
Oct 23, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jul 29, 2017 NWOS
NEW APPLICATION ENTERED
Jul 27, 2017 NWAP

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