METHODPLAN

Live / Registered — Registered (as of 17 Mar 2026)

What this means for you

Registered since 17 Mar 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98917800
Registration number
8180773
Mark type
Stylized text
Filed
22 Dec 2024
Registered
17 Mar 2026
Attorney of record
Erik M. Pelton

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software for data modeling and customer relationship management for management of retirement plan advisors and businesses
  • Class 042 — Scientific and technological services: 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

Owner

Prosecution history

  • 17 Mar 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 17 Mar 2026 — REGISTERED-SUPPLEMENTAL REGISTER
  • 24 Feb 2026 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 24 Feb 2026 — EXAMINER'S AMENDMENT ENTERED
  • 24 Feb 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 24 Feb 2026 — EXAMINERS AMENDMENT E-MAILED
  • 24 Feb 2026 — EXAMINERS AMENDMENT -WRITTEN
  • 04 Feb 2026 — NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED
  • 04 Feb 2026 — ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED
  • 04 Feb 2026 — ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED
  • 19 Dec 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 19 Dec 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 19 Dec 2025 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
  • 08 Dec 2025 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 08 Dec 2025 — FINAL REFUSAL E-MAILED

View this trademark record on Marksy