INCOME OPTIMIZER Trademark

Trademark Overview


On Wednesday, October 25, 2006, a trademark application was filed for INCOME OPTIMIZER with the United States Patent and Trademark Office. The USPTO has given the INCOME OPTIMIZER trademark a serial number of 77029320. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, July 19, 2019. This trademark is owned by Thrivent Financial for Lutherans. The INCOME OPTIMIZER trademark is filed in the Insurance & Financial Services, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

[ Educational services, namely, providing classes, seminars and workshops in the field of retirement planning and distribution of course materials therewith ]

Financial services, namely, retirement planning services

Providing online non-downloadable software for making calculations in the field of retirement planning
income optimizer

General Information


Serial Number77029320
Word MarkINCOME OPTIMIZER
Filing DateWednesday, October 25, 2006
Status800 - REGISTERED AND RENEWED
Status DateFriday, July 19, 2019
Registration Number3627456
Registration DateTuesday, May 26, 2009
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 25, 2007

Trademark Statements


Goods and Services[ Educational services, namely, providing classes, seminars and workshops in the field of retirement planning and distribution of course materials therewith ]
Goods and ServicesFinancial services, namely, retirement planning services
Disclaimer with Predetermined Text"INCOME"
Goods and ServicesProviding online non-downloadable software for making calculations in the field of retirement planning

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 30, 2006
Primary Code036
First Use Anywhere DateMonday, October 23, 2006
First Use In Commerce DateMonday, October 23, 2006

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateFriday, July 19, 2019
Primary Code041
First Use Anywhere DateMonday, October 23, 2006
First Use In Commerce DateMonday, October 23, 2006

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, October 31, 2007
Primary Code042
First Use Anywhere DateMonday, October 23, 2006
First Use In Commerce DateMonday, October 23, 2006

Trademark Owner History


Party NameThrivent Financial for Lutherans
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressMinneapolis, MN 554154402

Party NameThrivent Financial for Lutherans
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressAppleton, WI 54919

Party NameThrivent Financial for Lutherans
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressAppleton, WI 54919

Trademark Events


Event DateEvent Description
Wednesday, September 23, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, September 23, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, September 23, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, September 23, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, September 23, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, July 19, 2019NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Friday, July 19, 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, July 19, 2019REGISTERED - SEC. 9 GRANTED/CHECK RECORD FOR SEC. 8
Friday, July 19, 2019REGISTERED - PARTIAL SEC. 8 (10-YR) ACCEPTED
Friday, July 19, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, June 12, 2019TEAS SECTION 8 & 9 RECEIVED
Saturday, May 26, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, June 11, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, June 11, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, June 11, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, May 26, 2015TEAS SECTION 8 & 15 RECEIVED
Monday, November 19, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, November 19, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, May 26, 2009REGISTERED-PRINCIPAL REGISTER
Tuesday, April 21, 2009LAW OFFICE REGISTRATION REVIEW COMPLETED
Monday, April 20, 2009ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, April 7, 2009STATEMENT OF USE PROCESSING COMPLETE
Wednesday, March 18, 2009USE AMENDMENT FILED
Tuesday, April 7, 2009CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, March 18, 2009TEAS STATEMENT OF USE RECEIVED
Thursday, September 18, 2008SOU EXTENSION 1 GRANTED
Thursday, September 18, 2008SOU EXTENSION 1 FILED
Thursday, September 18, 2008SOU TEAS EXTENSION RECEIVED
Tuesday, March 18, 2008NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, December 25, 2007PUBLISHED FOR OPPOSITION
Wednesday, December 5, 2007NOTICE OF PUBLICATION
Tuesday, November 20, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, November 19, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 31, 2007AMENDMENT FROM APPLICANT ENTERED
Wednesday, October 31, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, October 25, 2007ASSIGNED TO LIE
Wednesday, September 19, 2007PAPER RECEIVED
Friday, May 18, 2007ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, May 18, 2007TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, March 16, 2007NON-FINAL ACTION E-MAILED
Friday, March 16, 2007NON-FINAL ACTION WRITTEN
Friday, March 2, 2007ASSIGNED TO EXAMINER
Monday, October 30, 2006NEW APPLICATION ENTERED