| Serial Number | 88207712 |
| Word Mark | OPTIFY |
| Filing Date | Tuesday, November 27, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 21, 2020 |
| Registration Number | 5968725 |
| Registration Date | Tuesday, January 21, 2020 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 9, 2019 |
| Goods and Services | Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, creating personalized investment strategies for achieving specific financial goals; Financial portfolio management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Insurance brokerage; Insurance information and consultancy; Investment management of and distribution of annuities; Investment of funds; Management of securities portfolios |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, December 15, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, July 1, 2019 |
| First Use In Commerce Date | Monday, July 1, 2019 |
| Party Name | Optify, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92101 |
| Party Name | Optify, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92101 |
| Party Name | Optify, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92101 |
| Event Date | Event Description |
| Tuesday, January 21, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 17, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, December 16, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, December 7, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, November 27, 2019 | USE AMENDMENT FILED |
| Friday, December 6, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, November 27, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, September 11, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, September 11, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, June 4, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 9, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 9, 2019 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 20, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, February 27, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 27, 2019 | ASSIGNED TO EXAMINER |
| Wednesday, December 26, 2018 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, December 26, 2018 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Saturday, December 15, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, November 30, 2018 | NEW APPLICATION ENTERED IN TRAM |