| Serial Number | 97110011 |
| Word Mark | OPTIMAL FINANCIAL WELLNESS |
| Filing Date | Friday, November 5, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 24, 2023 |
| Registration Number | 7198654 |
| Registration Date | Tuesday, October 24, 2023 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 8, 2023 |
| Description of Mark | The mark consists of the term "OPTIMAL" with the "I" consisting of a figure holding up a barbell, featured above the terms "FINANCIAL WELLNESS". |
| Goods and Services | Financial advisory and consultancy services; Financial information and advisory services; Financial planning; Financial planning for retirement |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "OPTIMAL FINANCIAL WELLNESS" |
| 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 | Monday, November 15, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, August 31, 2021 |
| First Use In Commerce Date | Tuesday, August 31, 2021 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Westlake Village, CA 91361 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Westlake Village, CA 91361 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Westlake Village, CA 91361 |
| Event Date | Event Description |
| Tuesday, October 24, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, October 24, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 8, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 8, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 19, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, July 5, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, May 30, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, May 24, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 24, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 24, 2023 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, May 23, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, May 23, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, May 23, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, May 23, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, March 2, 2023 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, March 2, 2023 | FINAL REFUSAL E-MAILED |
| Thursday, March 2, 2023 | FINAL REFUSAL WRITTEN |
| Tuesday, February 7, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 7, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, February 7, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, August 17, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, August 17, 2022 | NON-FINAL ACTION E-MAILED |
| Wednesday, August 17, 2022 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 16, 2022 | ASSIGNED TO EXAMINER |
| Tuesday, November 16, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, November 15, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 9, 2021 | NEW APPLICATION ENTERED |