OPTIMIZED WEALTH INTEGRATION Trademark

Trademark Overview

On Monday, October 18, 2010, a trademark application was filed for OPTIMIZED WEALTH INTEGRATION with the United States Patent and Trademark Office. The USPTO has given the OPTIMIZED WEALTH INTEGRATION trademark a serial number of 85155433. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, January 28, 2022. This trademark is owned by Omega Financial Group, LLC. The OPTIMIZED WEALTH INTEGRATION trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services
optimized wealth integration

General Information

Serial Number85155433
Word MarkOPTIMIZED WEALTH INTEGRATION
Filing DateMonday, October 18, 2010
Status800 - REGISTERED AND RENEWED
Status DateFriday, January 28, 2022
Registration Number4110920
Registration DateTuesday, March 13, 2012
Mark Drawing5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form
Published for Opposition DateTuesday, December 27, 2011

Trademark Statements

Description of MarkThe mark consists the wording "OPTIMIZED WEALTH INTEGRATION" appearing in grey except for the "O" in "OPTIMIZED" which is formed by a blue omega symbol.
Certificate of Correction for RegistrationIn the statement, line 1, "GROUP" should be deleted, and "Group, LLC" should be inserted.
Goods and ServicesFinancial services, namely, wealth management services
Indication of Colors claimedThe color(s) blue and grey is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text"OPTIMIZED WEALTH INTEGRATION"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, October 22, 2010
Primary Code036
First Use Anywhere DateThursday, December 31, 2009
First Use In Commerce DateThursday, December 31, 2009

Trademark Owner History

Party NameOmega Financial Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSanta Barbara, CA 93101
Party NameOmega Financial Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSanta Barbara, CA 93101
Party NameOmega Financial Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSanta Barbara, CA 93101

Trademark Events

Event DateEvent Description
Friday, January 28, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, January 28, 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, January 28, 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, January 28, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, August 19, 2021TEAS SECTION 8 & 9 RECEIVED
Monday, August 16, 2021CORRECTION UNDER SECTION 7 ¿ PROCESSED
Monday, August 16, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, March 31, 2021TEAS SECTION 7 REQUEST RECEIVED
Saturday, March 13, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, September 21, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, September 21, 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, September 21, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, September 12, 2018TEAS SECTION 8 & 15 RECEIVED
Monday, March 13, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, March 13, 2012REGISTERED-PRINCIPAL REGISTER
Tuesday, December 27, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 27, 2011PUBLISHED FOR OPPOSITION
Wednesday, December 7, 2011NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, November 18, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, November 10, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 9, 2011EXAMINER'S AMENDMENT ENTERED
Wednesday, November 9, 2011ASSIGNED TO LIE
Wednesday, November 9, 2011NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, November 9, 2011EXAMINERS AMENDMENT E-MAILED
Wednesday, November 9, 2011EXAMINERS AMENDMENT -WRITTEN
Wednesday, November 9, 2011ASSIGNED TO EXAMINER
Tuesday, June 28, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, June 28, 2011NON-FINAL ACTION E-MAILED
Tuesday, June 28, 2011NON-FINAL ACTION WRITTEN
Monday, June 27, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, June 27, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, June 27, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, January 27, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, January 27, 2011NON-FINAL ACTION E-MAILED
Thursday, January 27, 2011NON-FINAL ACTION WRITTEN
Wednesday, January 26, 2011ASSIGNED TO EXAMINER
Saturday, October 23, 2010NOTICE OF DESIGN SEARCH CODE MAILED
Friday, October 22, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, October 21, 2010NEW APPLICATION ENTERED IN TRAM

Related Keywords

integration wealth optimized services management namely financial