PCS RETIREMENT, LLC logo

PCS RETIREMENT, LLC

28 Marks
LLC
First Filed:Dec 24, 2003Latest Filed:Mar 16, 2023Address:1818 Market Street, Suite 930, Philadelphia, PA 19103

Portfolio Overview

Registered
18(64%)
Pending
2(7%)
Dead
8(29%)
Previous
1

Top Classes

Class 36
Insurance, Financial Services & Real Estate
25(89%)
Class 35
Advertising, Business Services & Retail
9(32%)
Class 42
Software, IT Services & Scientific Research
3(11%)

TTAB Proceedings

Total Proceedings
3
As Plaintiff
1(33%)
As Defendant
2(67%)

Top Firms

Cozen O'Connor(Mar 2023)
29

Trademark Activity Timeline(2003 – 2024)

Trademark Portfolio

29 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
SP SIMPLE PRO IRA
SP SIMPLE PRO IRA
Service Mark
Combined
REGISTERED
Owner:
Serial:97841823
Filed:Mar 16, 2023
Classes:35, 36
Registration:7446112
Registered:Jul 16, 2024
Goods & Services
"PRO" and "IRA"
ASPIRE A PCS RETIREMENT COMPANY
ASPIRE A PCS RETIREMENT COMPANY
Service Mark
Combined
REGISTERED
Owner:
Serial:97388175
Filed:Apr 29, 2022
Classes:36
Registration:7025666
Registered:Apr 11, 2023
Goods & Services
"RETIREMENT COMPANY"
PCS WHERE GREAT PLANS COME TOGETHER
PCS WHERE GREAT PLANS COME TOGETHER
Service Mark
Combined
ABANDONED
Owner:
Serial:97214971
Filed:Jan 12, 2022
Classes:35
WHERE GREAT PLANS COME TOGETHER
WHERE GREAT PLANS COME TOGETHER
Service Mark
Word
REGISTERED
Owner:
Serial:97214951
Filed:Jan 12, 2022
Classes:35, 36
Registration:7022477
Registered:Apr 11, 2023
Goods & Services
Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares 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 | Financial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management; providing employee benefit administrative services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing employee benefit management services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; employee benefit advisory services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; consulting services in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing information in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; developing, processing and sponsoring retirement plans, multiple 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 plan, multiple employer retirement plan and pooled employer retirement plan account management services; financial services, namely, retirement consultation and advisory services; financial analysis and consulting
MJ+ 401(K)
MJ+ 401(K)
Service Mark
Combined
ABANDONED
Owner:
Serial:97120066
Filed:Nov 11, 2021
Classes:36
MJ(K)
MJ(K)
Service Mark
Stylized
ABANDONED
Owner:
Serial:97120117
Filed:Nov 11, 2021
Classes:36
PCSRETIREMENT
PCSRETIREMENT
Service Mark
Combined
REGISTERED
Owner:
Serial:90758962
Filed:Jun 7, 2021
Classes:35, 36
Registration:6639258
Registered:Feb 8, 2022
Goods & Services
Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares 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 | Financial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management; providing employee benefit administrative services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing employee benefit management services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; employee benefit advisory services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; consulting services in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing information in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; developing, processing and sponsoring retirement plans, multiple 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 plan, multiple employer retirement plan and pooled employer retirement plan account management services; financial services, namely, retirement consultation and advisory services; financial analysis and consulting
ASPIRE
ASPIRE
Service Mark
Combined
PENDING
Owner:
Serial:90575938
Filed:Mar 12, 2021
Classes:36
Goods & Services
Financial investment services in the field of retirement plans; financial administration of retirement plans; financial planning for retirement; administrative services in the field of retirement plans, namely, financial administration of retirement plans for others; financial services, namely, retirement consultation and advisory services; financial analysis and consulting; "ACCOUNT"
ASPIRE
ASPIRE
Service Mark
Word
PENDING
Owner:
Serial:90575907
Filed:Mar 12, 2021
Classes:36
Goods & Services
Financial investment services in the field of retirement plans; financial administration of retirement plans; financial planning for retirement; administrative services in the field of retirement plans, namely, financial administration of retirement plans for others; financial services, namely, retirement consultation and advisory services; financial analysis and consulting; "ACCOUNT"
401(K) SIMPLIFIED
401(K) SIMPLIFIED
Service Mark
Word
REGISTERED
Owner:
Serial:90524335
Filed:Feb 11, 2021
Classes:36
Registration:6643247
Registered:Feb 15, 2022
Goods & Services
"401(K)"
MJ401(K)
MJ401(K)
Service Mark
Word
ABANDONED
Owner:
Serial:90524320
Filed:Feb 11, 2021
Classes:36
PCS 401(K) SIMPLIFIED
PCS 401(K) SIMPLIFIED
Service Mark
Word
REGISTERED
Owner:
Serial:90524353
Filed:Feb 11, 2021
Classes:36
Registration:7305120
Registered:Feb 13, 2024
Goods & Services
"401(K)"
RETIREONTIME
RETIREONTIME
Service Mark
Word
REGISTERED
Owner:
Serial:88875049
Filed:Apr 16, 2020
Classes:42
Registration:6286264
Registered:Mar 9, 2021
Goods & Services
Providing on-line non-downloadable software for use by individuals in the field of retirement planning, namely, for inputting information or data concerning retirement and providing analyses related thereto
M MANAGEDPLAN WEALTH MANAGEMENT MEETS RETIREMENT
M MANAGEDPLAN WEALTH MANAGEMENT MEETS RETIREMENT
Service Mark
Stylized
REGISTERED
Owner:
Serial:88817087
Filed:Mar 2, 2020
Classes:35, 36
Registration:6464512
Registered:Aug 24, 2021
Goods & Services
"MANAGED PLAN"
(K)NOWLEDGE
(K)NOWLEDGE
Service Mark
Word
REGISTERED
Owner:
Serial:87626074
Filed:Sep 28, 2017
Classes:36
Registration:6042983
Registered:Apr 28, 2020
Goods & Services
Financial investment services, namely, providing financial investment advisory services in the field of retirement planning; Financial administration of retirement plans; Financial planning for retirement; Administrative services in the field of retirement plans, namely, financial administration of retirement plans and financial administration of retirement plans for sponsors of others
THE NATION'S PREMIER FIDUCIARY RETIREMENT PLATFORM
THE NATION'S PREMIER FIDUCIARY RETIREMENT PLATFORM
Service Mark
Word
REGISTERED
Owner:
Serial:87561259
Filed:Aug 8, 2017
Classes:35, 36
Registration:6109489
Registered:Jul 21, 2020
Goods & Services
Financial asset management; Financial advisory services; Investment advisory services; Financial portfolio analysis services; Financial portfolio management; Business administration services in the field of retirement plans; Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities; Record-keeping services for regulatory compliance purposes in connection with financial investments; Customer relationship management (CRM) services; Administrative processing of stock purchase orders for others; Business management of the financial investment business of others; "FIDUCIARY RETIREMENT PLATFORM"
NEXT GENERATION RETIREMENT PLAN
NEXT GENERATION RETIREMENT PLAN
Service Mark
Word
ABANDONED
Owner:
Serial:86667086
Filed:Jun 18, 2015
Classes:35
Goods & Services
"RETIREMENT PLAN"
NEXT GENERATION RETIREMENT PROGRAM
NEXT GENERATION RETIREMENT PROGRAM
Service Mark
Word
ABANDONED
Owner:
Serial:86667120
Filed:Jun 18, 2015
Classes:36
Goods & Services
"RETIREMENT PROGRAM"
ADVISORTRUST
ADVISORTRUST
Service Mark
Combined
REGISTERED
Owner:
Serial:86133789
Filed:Dec 3, 2013
Classes:36
Registration:5078290
Registered:Nov 8, 2016
Goods & Services
"ADVISOR TRUST"
MANAGEDPLAN
MANAGEDPLAN
Service Mark
Combined
CANCELLED
Owner:
Serial:86133523
Filed:Dec 3, 2013
Classes:36, 42
Registration:5078289
Registered:Nov 8, 2016
Goods & Services
"MANAGED PLAN"
PLANFINDER
PLANFINDER
Service Mark
Word
REGISTERED
Owner:
Serial:86082113
Filed:Oct 3, 2013
Classes:36, 42
Registration:4887041
Registered:Jan 12, 2016
Goods & 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; Providing solutions for financial advisors to operate more efficiently, namely, providing a website featuring a search engine that enables financial advisors and others to query the most recent Form 5500 data based on a variety of selection criteria and to export data in a format suitable for easy download into a client relationship management system
RETIREMENT PLAN DIAGNOSTIC
RETIREMENT PLAN DIAGNOSTIC
Service Mark
Word
REGISTERED
Owner:
Serial:86082120
Filed:Oct 3, 2013
Classes:35, 36
Registration:4887042
Registered:Jan 12, 2016
Goods & 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; 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
RETIREMENT PLAN EFFICIENCY ANALYSIS
RETIREMENT PLAN EFFICIENCY ANALYSIS
Service Mark
Word
REGISTERED
Owner:
Serial:86082125
Filed:Oct 3, 2013
Classes:35, 36
Registration:4887043
Registered:Jan 12, 2016
Goods & 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; 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 displays a side-by-side comparison of a current retirement plan design and performance against a proposed plan design whereby such comparison communicates features, benefits and overall impact of the proposed plan design's value proposition as customized with specific investment line-up and models for business or commercial purposes
77354961
77354961
Service Mark
Design
CANCELLED
Owner:
Serial:77354961
Filed:Dec 18, 2007
Classes:36
Registration:3864839
Registered:Oct 19, 2010
Goods & Services
Class 036: Financial investment services in the field of retirement plans; financial administration of retirement plans; financial planning for retirement; administrative services in the field of retirement plans, namely, financial administration of retirement plans and financial administration of retirement plans for sponsors of others
PCS
PCS
Service Mark
Word
REGISTERED
Owner:
Serial:77354977
Filed:Dec 18, 2007
Classes:36
Registration:3864840
Registered:Oct 19, 2010
Goods & Services
Financial investment services in the field of retirement plans; financial administration of retirement plans; financial planning for retirement; administrative services in the field of retirement plans, namely, financial administration of retirement plans and financial administration of retirement plans for sponsors of others
TPA PLUS+
TPA PLUS+
Service Mark
Word
REGISTERED
Owner:
Serial:78356398
Filed:Jan 23, 2004
Classes:36
Registration:2939921
Registered:Apr 12, 2005
Goods & Services
Class 036: investment advisory services and administration and record keeping services for retirement plans for others; Financial and administrative services for management of retirement plans, namely, financial investment in the field of retirement plans, and administration of retirement plans
YOU PICK THE FUNDS...AND WE'LL DO THE REST
YOU PICK THE FUNDS...AND WE'LL DO THE REST
Service Mark
Word
REGISTERED
Owner:
Serial:78352548
Filed:Jan 15, 2004
Classes:36
Registration:2920822
Registered:Jan 25, 2005
Goods & Services
Financial and administrative services, namely, retirement plan services
ADVISORPLAN
ADVISORPLAN
Service Mark
Word
REGISTERED
Owner:
Serial:78345412
Filed:Dec 24, 2003
Classes:36
Registration:2919033
Registered:Jan 18, 2005
Goods & Services
financial and administrative services, namely, financial investment in the field of retirement plans and administration of retirement plans
MANAGEDPLAN
MANAGEDPLAN
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:78956717
Filed:Aug 21, 2006
Classes:36
Registration:3443300
Registered:Jun 3, 2008
Goods & Services
Class 036: Investment advisory services and administration of retirement plans for others; financial and administrative services for management of retirement plans, namely, financial investment in the field of retirement plans and administration of retirement plans for sponsors and participants through an account platform with access to investment managers

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