ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/06/2026
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Official data from USPTO
ADVISORLAB
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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
11
Latest update
05/07/2026
Trademark type
Combined
Nice classes
35, 36
Filing date
06/07/2021
Registration date
06/21/2022
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/21/2022
Last transaction
05/07/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
09/01/2020
First use in commerce
09/01/2020
Drawing code
3
Owner type
16
Owner location
PHILADELPHIA, PA, US
Examiner
KIDWELL WALKER, JACLYN NOEMI
Law office
M40
Current location
TMO LAW OFFICE 113
Mark description
The mark consists of the words ADVISOR LAB with no space between ADVISOR in blue title case letters and LAB in gold title case letter with a right triangle design to the left of the words ADVISORLAB with the top angular line of the right triangle design being blue with six vertical lines made up of segments of various lengths falling in a vertical line from the angled blue line, with each of the segments made up of various colors of blue, aqua and gold.
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
Office functions in the nature of maintaining records of ownership and settlements for transfers of stocksshares 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
Class 36
Financial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management; providing employee benefit administrative services for retirement plansmultiple employer retirement plans and pooled employer retirement plans; providing employee benefit management services for retirement plansmultiple employer retirement plans and pooled employer retirement plans; employee benefit advisory services for retirement plansmultiple employer retirement plans and pooled employer retirement plans; consulting services in the field of retirement plansmultiple employer retirement plans and pooled employer retirement plans; providing information in the field of retirement plansmultiple employer retirement plans and pooled employer retirement plans; developingprocessing and sponsoring retirement plansmultiple 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 planmultiple employer retirement plan and pooled employer retirement plan account management services; financial servicesretirement consultation and advisory services; financial analysis and consulting
Publications
History of USPTO decisions and trademark events.
11 publications found
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
06/21/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
06/21/2022
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/05/2022
PUBO
PUBLISHED FOR OPPOSITION
04/05/2022
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/16/2022
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/28/2022
DOCK
ASSIGNED TO EXAMINER
02/23/2022
MDSM
NOTICE OF DESIGN SEARCH CODE E-MAILED
08/28/2021
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
08/27/2021
NWAP
NEW APPLICATION ENTERED
06/10/2021
Continuous trademark protection
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