OPTIMIZE YOUR MONEY'S POTENTIAL Trademark

Trademark Overview


On Tuesday, June 25, 2024, a trademark application was filed for OPTIMIZE YOUR MONEY'S POTENTIAL with the United States Patent and Trademark Office. The USPTO has given the OPTIMIZE YOUR MONEY'S POTENTIAL trademark a serial number of 98618345. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, February 11, 2025. This trademark is owned by Quotient Wealth Partners, LLC. The OPTIMIZE YOUR MONEY'S POTENTIAL trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services

Tax preparation; tax consultation; tax and taxation planning, advice, information and consultancy services
optimize your money's potential

General Information


Serial Number98618345
Word MarkOPTIMIZE YOUR MONEY'S POTENTIAL
Filing DateTuesday, June 25, 2024
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, February 11, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 11, 2025

Trademark Statements


Pseudo MarkOPTIMIZE YOUR MONEYS POTENTIAL
Goods and ServicesFinancial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services
Goods and ServicesTax preparation; tax consultation; tax and taxation planning, advice, information and consultancy services

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, June 25, 2024
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, June 25, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameQuotient Wealth Partners, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressDallas, TX 75240

Party NameQuotient Wealth Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDallas, TX 75240

Trademark Events


Event DateEvent Description
Tuesday, June 25, 2024NEW APPLICATION ENTERED
Saturday, January 18, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, January 21, 2025ASSIGNED TO EXAMINER
Thursday, January 23, 2025EXAMINERS AMENDMENT E-MAILED
Thursday, January 23, 2025NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, January 23, 2025EXAMINER'S AMENDMENT ENTERED
Thursday, January 23, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, January 23, 2025EXAMINERS AMENDMENT -WRITTEN
Wednesday, February 5, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 11, 2025PUBLISHED FOR OPPOSITION
Tuesday, February 11, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Friday, December 20, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, December 20, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, December 20, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED