OPTIMIZE WEALTH MANAGEMENT Trademark
Trademark Overview
On Tuesday, August 13, 2024, a trademark application was filed for OPTIMIZE WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the OPTIMIZE WEALTH MANAGEMENT trademark a serial number of 98695583. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, March 3, 2025. This trademark is owned by Optimize Inc.. The OPTIMIZE WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial analysis; financial forecasting; financial investment advisory services; financial management; financial planning; financial portfolio analysis services; financial portfolio management; financial securities brokerage services; investment portfolio management; preparing financial reports; providing information in the field of financial planning and financial investments via a website
General Information
| Serial Number | 98695583 |
| Word Mark | OPTIMIZE WEALTH MANAGEMENT |
| Filing Date | Tuesday, August 13, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, March 3, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of the wording OPTIMIZE WEALTH MANAGEMENT with the word OPTIMIZE appearing directly above the words WEALTH MANAGEMENT. To the left of the wording OPTIMIZE WEALTH MANAGEMENT is a stylized design of a compass. |
| Goods and Services | Financial analysis; financial forecasting; financial investment advisory services; financial management; financial planning; financial portfolio analysis services; financial portfolio management; financial securities brokerage services; investment portfolio management; preparing financial reports; providing information in the field of financial planning and financial investments via a website |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
Classification Information
| 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 | Tuesday, August 13, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Optimize Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Toronto, Ontario M5B0C4
CA |
Trademark Events
| Event Date | Event Description |
| Tuesday, August 13, 2024 | NEW APPLICATION ENTERED |
| Tuesday, February 25, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, February 25, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, February 26, 2025 | ASSIGNED TO EXAMINER |
| Monday, March 3, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, March 3, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, March 3, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
