SP SIMPLE PRO IRA

Serial Number 97841823
Registration 7446112
700

Registration Progress

Application Filed
Mar 16, 2023
Under Examination
Approved for Publication
Apr 30, 2024
Published for Opposition
Apr 30, 2024
Registered
Jul 16, 2024

Trademark Image

SP SIMPLE PRO IRA

Basic Information

Serial Number
97841823
Registration Number
7446112
Filing Date
March 16, 2023
Registration Date
July 16, 2024
Published for Opposition
April 30, 2024
Drawing Code
3

Status Summary

Current Status
Active
Status Code
700
Status Date
Jul 16, 2024
Registration
Registered
Classes
035 036

Rights Holder

PCS Retirement, LLC

16
Address
1818 Market Street, Suite 930
Philadelphia, PA 19103

Ownership History

PCS Retirement, LLC

Original Applicant
16
Beaverton, OR

PCS Retirement, LLC

Owner at Publication
16
Beaverton, OR

PCS Retirement, LLC

Original Registrant
16
Philadelphia, PA

Legal Representation

Attorney
Camille M. Miller

USPTO Deadlines

Next Deadline
1633 days remaining
Section 8 Declaration Due (Principal Register) (Based on registration date 20240716)
Due Date
July 16, 2030
Grace Period Ends
January 16, 2031
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

27 events
Date Code Type Description Documents
Dec 22, 2025 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Dec 22, 2025 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Dec 22, 2025 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Dec 22, 2025 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Dec 22, 2025 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Jul 16, 2024 NRCC E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Jul 16, 2024 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Jul 16, 2024 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Apr 30, 2024 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Apr 30, 2024 PUBO A PUBLISHED FOR OPPOSITION Loading...
Apr 10, 2024 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Mar 26, 2024 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Mar 15, 2024 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Mar 15, 2024 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Mar 15, 2024 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Mar 15, 2024 AAUA E NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED Loading...
Mar 14, 2024 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Mar 14, 2024 GNRT F NON-FINAL ACTION E-MAILED Loading...
Mar 14, 2024 CNRT R NON-FINAL ACTION WRITTEN Loading...
Mar 14, 2024 IUAA P USE AMENDMENT ACCEPTED Loading...
Dec 13, 2023 DOCK D ASSIGNED TO EXAMINER Loading...
Jun 29, 2023 AUPC I AMENDMENT TO USE PROCESSING COMPLETE Loading...
Jun 29, 2023 IUAF S USE AMENDMENT FILED Loading...
Jun 28, 2023 EAAU I TEAS AMENDMENT OF USE RECEIVED Loading...
Apr 7, 2023 MDSC E NOTICE OF DESIGN SEARCH CODE E-MAILED Loading...
Apr 6, 2023 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Mar 20, 2023 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

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
First Use Anywhere: Jun 21, 2023
First Use in Commerce: Jun 21, 2023
Class 036
Individual retirement account services; investment advice and consultation in the field of retirement; financial administration of retirement plans for others; financial analysis and consulting; financial planning for retirement; 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
First Use Anywhere: Jun 21, 2023
First Use in Commerce: Jun 21, 2023

Additional Information

Design Mark
The mark consists of SIMPLE in large blue capital letters with the words PRO IRA in black capital letters to the right of SIMPLE with PRO on top of IRA, with a design to the left of SIMPLE that has a S shape in blue interlocked with a P in gold.
Color Claim
The color(s) blue, gold, and black is/are claimed as a feature of the mark.

Classification

International Classes
035 036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"PRO" and "IRA"