GleanMark

ADVISORLAB Trademark

ADVISORLAB is a USPTO trademark filed by PCS RETIREMENT, LLC. Status: Registered.

Trademark Facts

MarkADVISORLAB
Serial Number90758735
Registration Number6765605
StatusRegistered
Filing Date2021-06-07
Registration Date2022-06-21
Mark TypeCombined
Nice Classes035 (Advertising & Business), 036 (Financial Services)
OwnerPCS RETIREMENT, LLC
Attorney of RecordCamille M. Miller
Prosecution Events11
Latest EventASGN on 2026-05-06

Goods & Services

Class 035: 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; Class 036: 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

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