TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/22/2025
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Official data from USPTO
M MANAGEDPLAN WEALTH MANAGEMENT MEETS RETIREMENT
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
55
Latest update
12/24/2025
Trademark type
Combined
Nice classes
35, 36
Filing date
03/02/2020
Registration date
08/24/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/24/2021
Last transaction
12/24/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
07/14/2020
First use in commerce
07/14/2020
Drawing code
5
Owner type
16
Owner location
Philadelphia, PA
Examiner
SULLIVAN,JOHN C
Law office
M50
Current location
PUBLICATION AND ISSUE SECTION
Mark description
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".
Holders and representatives
Holders
PCS Retirement, LLC
PCS Retirement, 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 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
Class 36
Investment advisory services and financial administration of retirement plans for others; Financial and administrative services for management of retirement plansfinancial investment in the field of retirement plansfinancial administration of retirement plans for sponsors and participants through an account platform with access to investment managers; Financial services related to the foregoingfinancial planning for retirementproviding financial information; Financial investment servicesproviding financial investment advisoryinvestment managementretirement 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 plansfinancial administration of retirement plans and financial administration of retirement plans for sponsors of others; Financial investment brokerage
Publications
History of USPTO decisions and trademark events.
55 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/22/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/22/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/22/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/22/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
10/10/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/10/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/10/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/10/2022
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
10/10/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
08/24/2021
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
07/20/2021
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
07/17/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/16/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/16/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/16/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/28/2021
GNRT
NON-FINAL ACTION E-MAILED
06/28/2021
CNRT
SU - NON-FINAL ACTION - WRITTEN
06/28/2021
SUPC
STATEMENT OF USE PROCESSING COMPLETE
06/27/2021
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
06/27/2021
IUAF
USE AMENDMENT FILED
06/16/2021
EISU
TEAS STATEMENT OF USE RECEIVED
06/16/2021
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
02/23/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
02/16/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/16/2021
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
02/16/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/16/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/16/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
02/16/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
01/29/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/29/2021
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
01/29/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/29/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/29/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
01/29/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
01/23/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/23/2021
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
01/23/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/23/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/23/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
01/23/2021
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/29/2020
PUBO
PUBLISHED FOR OPPOSITION
12/29/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/09/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/19/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/19/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/18/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/18/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/20/2020
GNRT
NON-FINAL ACTION E-MAILED
05/20/2020
CNRT
NON-FINAL ACTION WRITTEN
05/20/2020
DOCK
ASSIGNED TO EXAMINER
05/20/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/08/2020
NWAP
NEW APPLICATION ENTERED
03/05/2020
Continuous trademark protection
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