M MANAGEDPLAN WEALTH MANAGEMENT MEETS RETIREMENT - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 88817087
Serial Number
88817087
Registration Number
6464512
Word Mark
M MANAGEDPLAN WEALTH MANAGEMENT MEETS RETIREMENT
Status
700 - Registered
Status Date
2021-08-24
Filing Date
2020-03-02
Registration Number
6464512
Registration Date
2021-08-24
Mark Drawing
5000 - Illustration: Drawing with word(s)/letter(s)/number(s) in Stylized form Typeset
Published for Opposition Date
2020-12-29
Attorney Name
Camille M. Miller
Law Office Assigned Location Code
M50
Employee Name
SULLIVAN, JOHN C
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"MANAGED PLAN"
Description of Mark
The mark consists of the wording "MANAGEDPLAN" with "MANAGED" in bold. Above the "MANA" in "MANAGED" is a stylized "M". Below the wording "MANAGEDPLAN" is the wording "WEALTH MANAGEMENT MEETS RETIREMENT".
Goods and Services
Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes in the field of retirement planning; preparing reports relating to retirement plan investments; Providing business information concerning fiduciary compliance for business purposes; Financial record-keeping and recordkeeping services for retirement plans
Goods and Services
Investment advisory services and financial administration of retirement plans for others; Financial and administrative services for management of retirement plans, namely, financial investment in the field of retirement plans, and financial administration of retirement plans for sponsors and participants through an account platform with access to investment managers; Financial services related to the foregoing, namely, financial planning for retirement, providing financial information; Financial investment services, namely, providing financial investment advisory, investment management, and retirement plan financial administration services in the field of retirement planning; Financial administration of retirement plans; Financial planning for retirement; Administrative services in the field of retirement plans, namely, financial administration of retirement plans and financial administration of retirement plans for sponsors of others; Financial investment brokerage
Goods and Services
Providing a website featuring technology that allows users to analyze and update information related to their retirement accounts; Providing on-line non-downloadable software for use by individuals in the field of retirement planning, namely, for inputting information or data concerning retirement assets and providing analyses and assessments as to a participant's chances of reaching retirement goals
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2020-03-08
Primary Code
035
First Use Anywhere Date
2020-07-14
First Use In Commerce Date
2020-07-14
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2020-03-08
Primary Code
036
First Use Anywhere Date
2020-07-14
First Use In Commerce Date
2020-07-14
Current Trademark Owners
Party Name
PCS Retirement, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
PCS Retirement, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
PCS Retirement, LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
PCS Retirement, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Camille M. Miller
Address
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Trademark Events
Event DateEvent Description
2020-03-05NEW APPLICATION ENTERED IN TRAM
2020-03-08NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2020-05-20ASSIGNED TO EXAMINER
2020-05-20NON-FINAL ACTION WRITTEN
2020-05-20NON-FINAL ACTION E-MAILED
2020-05-20NOTIFICATION OF NON-FINAL ACTION E-MAILED
2020-11-18TEAS RESPONSE TO OFFICE ACTION RECEIVED
2020-11-18CORRESPONDENCE RECEIVED IN LAW OFFICE
2020-11-19TEAS/EMAIL CORRESPONDENCE ENTERED
2020-11-19APPROVED FOR PUB - PRINCIPAL REGISTER
2020-12-09NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2020-12-29PUBLISHED FOR OPPOSITION
2020-12-29OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2021-01-23TEAS CHANGE OF OWNER ADDRESS RECEIVED
2021-01-23TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2021-01-23ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-01-23TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
2021-01-23TEAS CHANGE OF CORRESPONDENCE RECEIVED
2021-01-23APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2021-01-29TEAS CHANGE OF OWNER ADDRESS RECEIVED
2021-01-29TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2021-01-29ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-01-29TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
2021-01-29TEAS CHANGE OF CORRESPONDENCE RECEIVED
2021-01-29APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2021-02-16TEAS CHANGE OF OWNER ADDRESS RECEIVED
2021-02-16TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2021-02-16ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2021-02-16TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
2021-02-16TEAS CHANGE OF CORRESPONDENCE RECEIVED
2021-02-16APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2021-02-23NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2021-06-16TEAS STATEMENT OF USE RECEIVED
2021-06-27CASE ASSIGNED TO INTENT TO USE PARALEGAL
2021-06-16USE AMENDMENT FILED
2021-06-27STATEMENT OF USE PROCESSING COMPLETE
2021-06-28SU - NON-FINAL ACTION - WRITTEN
2021-06-28NON-FINAL ACTION E-MAILED
2021-06-28NOTIFICATION OF NON-FINAL ACTION E-MAILED
2021-07-16TEAS RESPONSE TO OFFICE ACTION RECEIVED
2021-07-16CORRESPONDENCE RECEIVED IN LAW OFFICE
2021-07-16TEAS/EMAIL CORRESPONDENCE ENTERED
2021-07-17ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2021-07-20NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2021-08-24REGISTERED-PRINCIPAL REGISTER