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Official data from USPTO

METHODPLAN

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

METHODPLAN

ST13

US500000098917800

Class

9, 42

Filing

98917800

Registration

8180773

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

25

Latest update

03/17/2026

Trademark type

Word

Nice classes

9, 42

Filing date

12/22/2024

Registration date

03/17/2026

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/17/2026

Last transaction

03/17/2026

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Supplemental Register

First use anywhere

02/05/2024

First use in commerce

11/08/2024

Drawing code

4

Owner type

16

Owner location

Arlington, VA, US

Examiner

BEGGS, MONICA L

Law office

L50

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

MethodPlan, LLC

Representatives

Erik M. Pelton Erik M. Pelton & Associates, PLLC

Technical classification

Nice Classes

Class 9Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 9

Downloadable software for data modeling and customer relationship management for management of retirement plan advisors and businesses

Class 42

Consulting in the field of customer relationship management software for retirement plan advisors and businesses; Software as a service (SAAS) services featuring software for data modeling and customer relationship management for management of retirement plan advisors and businesses; Providing temporary use of online non-downloadable computer software for data modeling and customer relationship management for management of retirement plan advisors and businesses

Publications

History of USPTO decisions and trademark events.

25 publications found

NRCS

NOTICE OF REGISTRATION CONFIRMATION EMAILED

03/17/2026

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

03/17/2026

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

02/24/2026

XAEC

EXAMINER'S AMENDMENT ENTERED

02/24/2026

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

02/24/2026

GNEA

EXAMINERS AMENDMENT E-MAILED

02/24/2026

CNEA

EXAMINERS AMENDMENT -WRITTEN

02/24/2026

RDX3

NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED

02/04/2026

RDX1

ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED

02/04/2026

RRDX

ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED

02/04/2026

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

12/19/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

12/19/2025

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

12/19/2025

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

12/08/2025

GNFR

FINAL REFUSAL E-MAILED

12/08/2025

CNFR

FINAL REFUSAL WRITTEN

12/08/2025

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

09/22/2025

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/22/2025

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

09/22/2025

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

06/20/2025

GNRT

NON-FINAL ACTION E-MAILED

06/20/2025

CNRT

NON-FINAL ACTION WRITTEN

06/20/2025

DOCK

ASSIGNED TO EXAMINER

06/09/2025

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

12/22/2024

NWAP

NEW APPLICATION ENTERED

12/22/2024

Continuous trademark protection

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