THE ADVISOR LAB 401(K) TOOLKIT Trademark
THE ADVISOR LAB 401(K) TOOLKIT is a USPTO trademark filed by PCS RETIREMENT, LLC. Status: Registered.
Trademark Facts
| Mark | THE ADVISOR LAB 401(K) TOOLKIT |
|---|---|
| Serial Number | 87540133 |
| Registration Number | 6037524 |
| Status | Registered |
| Filing Date | 2017-07-24 |
| Registration Date | 2020-04-21 |
| Mark Type | Word |
| Nice Classes | 042 (Software & IT) |
| Owner | PCS RETIREMENT, LLC |
| Attorney of Record | Camille M. Miller |
| Prosecution Events | 49 |
| Latest Event | ASGN on 2026-05-06 |
Goods & Services
"ADVISOR" AND "401(K) TOOLKIT"; Providing web-based 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 and reports to assist in identifying, benchmarking, comparing and proposing retirement plans and creating related reports