COMPLETE WEALTH OPTIMIZATION Trademark

Trademark Overview


On Friday, August 20, 2021, a trademark application was filed for COMPLETE WEALTH OPTIMIZATION with the United States Patent and Trademark Office. The USPTO has given the COMPLETE WEALTH OPTIMIZATION trademark a serial number of 90894127. The federal status of this trademark filing is REGISTERED as of Tuesday, February 14, 2023. This trademark is owned by Wealth With Ease, LLC. The COMPLETE WEALTH OPTIMIZATION trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning advisory services; wealth management advisory services; investment management advisory services, provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management
complete wealth optimization

General Information


Serial Number90894127
Word MarkCOMPLETE WEALTH OPTIMIZATION
Filing DateFriday, August 20, 2021
Status700 - REGISTERED
Status DateTuesday, February 14, 2023
Registration Number6982269
Registration DateTuesday, February 14, 2023
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial planning advisory services; wealth management advisory services; investment management advisory services, provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 7, 2021
Primary Code036
First Use Anywhere DateTuesday, January 4, 2022
First Use In Commerce DateTuesday, January 4, 2022

Trademark Owner History


Party NameWealth With Ease, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressDenver, CO 80237

Party NameWealth With Ease, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDenver, CO 80237

Trademark Events


Event DateEvent Description
Tuesday, August 24, 2021NEW APPLICATION ENTERED
Thursday, October 7, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, May 23, 2022ASSIGNED TO EXAMINER
Tuesday, May 31, 2022NON-FINAL ACTION WRITTEN
Tuesday, May 31, 2022NON-FINAL ACTION E-MAILED
Tuesday, May 31, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 8, 2022TEAS AMENDMENT OF USE RECEIVED
Wednesday, November 9, 2022USE AMENDMENT FILED
Wednesday, November 9, 2022AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, November 8, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 8, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, November 9, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, December 12, 2022USE AMENDMENT ACCEPTED
Monday, December 12, 2022APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, December 13, 2022NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Thursday, January 5, 2023ASSIGNED TO LIE
Thursday, January 12, 2023LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, February 14, 2023REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, February 14, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Thursday, October 23, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, October 23, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 23, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED