Serial Number
97214951
Owner
PCS RETIREMENT, LLCAttorney
Camille M. MillerFirst Use Date
Oct 25, 2021
Filing Date
Jan 12, 2022
WHERE GREAT PLANS COME TOGETHER Trademark
Serial Number: 97214951 • Registration: 7022477
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Camille M. Miller COZEN O'CONNOR
1650 Market Street, Suite 2800
One Liberty Place
Philadelphia, PA 19103
United States
Trademark Details
Filing Date
January 12, 2022
Registration Date
April 11, 2023
First Use Anywhere
October 25, 2021
First Use in Commerce
October 25, 2021
Published for Opposition
January 24, 2023
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
Financial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management; providing employee benefit administrative services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing employee benefit management services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; employee benefit advisory services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; consulting services in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing information in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; developing, processing and sponsoring retirement plans, multiple employer retirement plans and pooled employer retirement plans; pooled plan provider services for pooled employer retirement benefit plans; financial planning for retirement in the nature of retirement plan, multiple employer retirement plan and pooled employer retirement plan account management services; financial services, namely, retirement consultation and advisory services; financial analysis and consulting
