NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05/18/2026
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Official data from USPTO
THE ADVISOR LAB 401(K) TOOLKIT
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
THE ADVISOR LAB 401(K) TOOLKIT
ST13
US500000087540133Class
42
Filing
87540133
Registration
6037524
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
52
Latest update
05/19/2026
Trademark type
Word
Nice classes
42
Filing date
07/24/2017
Registration date
04/21/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/18/2026
Last transaction
05/19/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
01/01/2018
First use in commerce
01/01/2018
Drawing code
4
Owner type
16
Owner location
PHILADELPHIA, PA, US
Examiner
LEE, JANET H
Current location
Historical data usage
Holders and representatives
Holders
PCS RETIREMENT, LLC
The Advisor Lab, LLC
Representatives
Camille M. Miller Cozen O'Connor
Technical classification
Nice Classes
Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 42
Providing web-based solutions for financial advisors to operate more efficientlyproviding 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 identifyingbenchmarkingcomparing and proposing retirement plans and creating related reports
Publications
History of USPTO decisions and trademark events.
52 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05/18/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/18/2026
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/06/2026
E815
TEAS SECTION 8 & 15 RECEIVED
02/24/2026
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
04/21/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
04/21/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
03/18/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
03/17/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/13/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/13/2020
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
03/13/2020
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
09/14/2019
GNFR
FINAL REFUSAL E-MAILED
09/14/2019
CNFR
SU - FINAL REFUSAL - WRITTEN
09/14/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/03/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/03/2019
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
ALIE
ASSIGNED TO LIE
08/28/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
08/21/2019
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/21/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/21/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/21/2019
GNRT
NON-FINAL ACTION E-MAILED
02/21/2019
CNRT
SU - NON-FINAL ACTION - WRITTEN
02/21/2019
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
02/15/2019
SUPC
STATEMENT OF USE PROCESSING COMPLETE
02/14/2019
EX1G
SOU EXTENSION 1 GRANTED
02/14/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
02/14/2019
IUAF
USE AMENDMENT FILED
02/07/2019
EXT1
SOU EXTENSION 1 FILED
02/07/2019
EEXT
SOU TEAS EXTENSION RECEIVED
02/07/2019
EISU
TEAS STATEMENT OF USE RECEIVED
02/07/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
08/07/2018
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/12/2018
PUBO
PUBLISHED FOR OPPOSITION
06/12/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/23/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/05/2018
XAEC
EXAMINER'S AMENDMENT ENTERED
05/05/2018
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/05/2018
GNEA
EXAMINERS AMENDMENT E-MAILED
05/05/2018
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/05/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/25/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/24/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/24/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/24/2017
GNRT
NON-FINAL ACTION E-MAILED
10/24/2017
CNRT
NON-FINAL ACTION WRITTEN
10/24/2017
DOCK
ASSIGNED TO EXAMINER
10/23/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/29/2017
NWAP
NEW APPLICATION ENTERED
07/27/2017
Continuous trademark protection
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