TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/17/2026
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Official data from USPTO
RETIREMENT PLAN DIAGNOSTIC
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
RETIREMENT PLAN DIAGNOSTIC
ST13
US500000086082120Class
35, 36
Filing
86082120
Registration
4887042
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
51
Latest update
03/31/2026
Trademark type
Word
Nice classes
35, 36
Filing date
10/03/2013
Registration date
01/12/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/11/2026
Last transaction
03/31/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
12/31/2009
First use in commerce
12/31/2009
Drawing code
4
Owner type
16
Owner location
PHILADELPHIA, PA, US
Examiner
CROMER, ZACHARY
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
PCS RETIREMENT, LLC
The Advisor Lab, LLC
Representatives
Camille M. Miller Cozen O'Connor
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Providing investment tools to help financial advisors to identify prospective clientsgenerate reportsprepare sales presentationsproviding financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficientlyproviding a web-based report that uses current and historical Form 5500 and investment data to deliver a comprehensive benchmarking report on retirement plansincluding the plan's return on investmentparticipation levelutilization against the plan's peer group and industry for business or commercial purposes
Class 36
Providing informationadviceresearch services in the field of financefinancial investmentsthe financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services
Publications
History of USPTO decisions and trademark events.
51 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
03/17/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
03/17/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
03/17/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
03/17/2026
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
03/11/2026
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
03/11/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
03/11/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/10/2026
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/18/2026
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
01/22/2026
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
12/23/2025
E89R
TEAS SECTION 8 & 9 RECEIVED
12/17/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
01/12/2025
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
12/08/2021
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
12/08/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
12/08/2021
ES8R
TEAS SECTION 8 RECEIVED
07/19/2021
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01/12/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/28/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/28/2019
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
09/27/2017
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
05/04/2016
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
01/12/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
12/09/2015
AAUA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE MAILED
12/03/2015
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
12/02/2015
IUAA
USE AMENDMENT ACCEPTED
12/02/2015
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
10/22/2015
IUAF
USE AMENDMENT FILED
10/22/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/22/2015
ALIE
ASSIGNED TO LIE
10/14/2015
ALIE
ASSIGNED TO LIE
10/06/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/18/2015
EAAU
TEAS AMENDMENT OF USE RECEIVED
09/18/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
09/18/2015
CNRT
NON-FINAL ACTION MAILED
03/20/2015
CNRT
NON-FINAL ACTION WRITTEN
03/20/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/17/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/17/2015
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
02/17/2015
CNFR
FINAL REFUSAL MAILED
08/14/2014
CNFR
FINAL REFUSAL WRITTEN
08/13/2014
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/24/2014
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/24/2014
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/24/2014
CNRT
NON-FINAL ACTION MAILED
01/24/2014
CNRT
NON-FINAL ACTION WRITTEN
01/24/2014
DOCK
ASSIGNED TO EXAMINER
01/16/2014
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/10/2013
NWAP
NEW APPLICATION ENTERED
10/07/2013
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