THE ADVISOR LAB
LIVE

Serial Number

77708897

Owner

PCS RETIREMENT, LLC

Attorney

Camille M. Miller

First Use Date

Jan 6, 2009

Filing Date

Apr 7, 2009

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THE ADVISOR LAB Trademark

Serial Number: 77708897 • Registration: 4198807

THE ADVISOR LAB is a trademark filed by PCS RETIREMENT, LLC on April 7, 2009. The trademark is classified under Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 35 (Advertising & Business). 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

April 7, 2009

Registration Date

August 28, 2012

First Use Anywhere

January 6, 2009

First Use in Commerce

January 6, 2009

Published for Opposition

May 10, 2011

Goods & Services

Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities; record keeping services for use in regulatory compliance in connections with financial investments; customer relationship management (CMR) services; administrative processing of stock purchase orders for others; billing services; business management services for the financial investment business of others

Investment broker sales training; conducting seminars and workshops in the field of financial investment for investment brokers

Financial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 6, 2026 ASGN
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jan 22, 2026 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 23, 2025 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Feb 8, 2022 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Feb 8, 2022 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Feb 8, 2022 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 8, 2022 APRE
TEAS SECTION 8 & 9 RECEIVED
Aug 31, 2021 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Aug 28, 2021 REM2
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
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sep 6, 2018 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sep 6, 2018 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 6, 2018 APRE
TEAS SECTION 8 & 15 RECEIVED
Aug 27, 2018 E815
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Aug 27, 2018 TCCA
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sep 27, 2017 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
May 4, 2016 ASCK
REGISTERED-PRINCIPAL REGISTER
Aug 28, 2012 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
Jul 21, 2012 SUNA
LAW OFFICE REGISTRATION REVIEW COMPLETED
Jul 20, 2012 REGV
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jul 20, 2012 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jul 20, 2012 SUPC
USE AMENDMENT FILED
Jul 3, 2012 IUAF
TEAS STATEMENT OF USE RECEIVED
Jul 3, 2012 EISU
ASSIGNED TO EXAMINER
May 4, 2012 DOCK
NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED
Feb 1, 2012 EXRA
SOU EXTENSION 1 GRANTED
Jan 31, 2012 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jan 31, 2012 AITU
SOU EXTENSION 1 FILED
Jan 5, 2012 EXT1
SOU TEAS EXTENSION RECEIVED
Jan 5, 2012 EEXT
NOA MAILED - SOU REQUIRED FROM APPLICANT
Jul 5, 2011 NOAM
PUBLISHED FOR OPPOSITION
May 10, 2011 PUBO
NOTICE OF PUBLICATION
Apr 20, 2011 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Apr 1, 2011 PREV
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 30, 2011 CNSA
EXAMINERS AMENDMENT MAILED
Mar 21, 2011 CNEA
EXAMINER'S AMENDMENT ENTERED
Mar 18, 2011 XAEC
EXAMINERS AMENDMENT -WRITTEN
Mar 18, 2011 CNEA
EXPARTE APPEAL TERMINATED
Feb 18, 2011 EXPT
EXPARTE APPEAL DISMISSED - FAILURE TO FILE BRIEF
Jan 3, 2011 EXFB
ACTION DENYING REQ FOR RECON MAILED
Oct 7, 2010 RECD
ACTION CONTINUING FINAL - COMPLETED
Oct 7, 2010 CNCF
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 22, 2010 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 22, 2010 CRFA
ASSIGNED TO LIE
Sep 22, 2010 ALIE
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Sep 8, 2010 ERFR
EX PARTE APPEAL-INSTITUTED
Sep 8, 2010 EXPI
JURISDICTION RESTORED TO EXAMINING ATTORNEY
Sep 8, 2010 JURT
EXPARTE APPEAL RECEIVED AT TTAB
Sep 8, 2010 EXAF
FINAL REFUSAL MAILED
Mar 8, 2010 CNFR
FINAL REFUSAL WRITTEN
Mar 6, 2010 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 29, 2009 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 29, 2009 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 29, 2009 TROA
NON-FINAL ACTION MAILED
Jun 29, 2009 CNRT
NON-FINAL ACTION WRITTEN
Jun 26, 2009 CNRT
ASSIGNED TO EXAMINER
Jun 24, 2009 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 10, 2009 NWOS
NEW APPLICATION ENTERED
Apr 10, 2009 NWAP