OPTIMIZED INSURANCE PLANNING Trademark
Trademark Overview
On Tuesday, November 12, 2024, a trademark application was filed for OPTIMIZED INSURANCE PLANNING with the United States Patent and Trademark Office. The USPTO has given the OPTIMIZED INSURANCE PLANNING trademark a serial number of 98849095. The federal status of this trademark filing is REGISTERED as of Tuesday, August 26, 2025. This trademark is owned by Optimized Insurance Planning, LLC. The OPTIMIZED INSURANCE PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Insurance brokerage
General Information
| Serial Number | 98849095 |
| Word Mark | OPTIMIZED INSURANCE PLANNING |
| Filing Date | Tuesday, November 12, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 26, 2025 |
| Registration Number | 7916205 |
| Registration Date | Tuesday, August 26, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 10, 2025 |
Trademark Statements
| Goods and Services | Insurance brokerage |
| NOT AVAILABLE | "INSURANCE PLANNING" |
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, November 12, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, December 1, 2023 |
| First Use In Commerce Date | Friday, March 1, 2024 |
Trademark Owner History
| Party Name | Optimized Insurance Planning, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Northlake, TX 76262 |
| Party Name | Optimized Insurance Planning, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Northlake, TX 76262 |
| Party Name | Optimized Insurance Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Northlake, TX 76262 |
Trademark Events
| Event Date | Event Description |
| Tuesday, November 12, 2024 | NEW APPLICATION ENTERED |
| Tuesday, November 12, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 16, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, April 30, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 30, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, April 30, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, May 8, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, May 8, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, May 8, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, May 8, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, May 8, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 4, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 10, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 10, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 26, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 26, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
