RETIREMENT PLAN DIAGNOSTIC
Live / Registered — Registered and renewed (as of 11 Mar 2026)
What this means for you
Registered since 12 Jan 2016. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 12 Jan 2026).
Record
- Serial number
- 86082120
- Registration number
- 4887042
- Mark type
- Stylized text
- Filed
- 03 Oct 2013
- Registered
- 12 Jan 2016
- Next maintenance due
- 12 Jan 2026
- Attorney of record
- Camille M. Miller
Goods and services
- Class 035 — Advertising and business services: Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that uses current and historical Form 5500 and investment data to deliver a comprehensive benchmarking report on retirement plans, including the plan's return on investment, participation level, and utilization against the plan's peer group and industry for business or commercial purposes
- Class 036 — Insurance and financial services: Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services
Owner
- PCS RETIREMENT, LLC, PHILADELPHIA, PA, US
- The Advisor Lab, LLC, Philadelphia, PA, US
- The Advisor Lab, LLC, Philadelphia, PA, US
Prosecution history
- 17 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 17 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 17 Mar 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 17 Mar 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 11 Mar 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 11 Mar 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 11 Mar 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 10 Mar 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 18 Feb 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 22 Jan 2026 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 23 Dec 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 17 Dec 2025 — TEAS SECTION 8 & 9 RECEIVED
- 12 Jan 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 08 Dec 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED