OPTIMUM WEALTH GROUP Trademark
Trademark Overview
On Monday, March 25, 2024, a trademark application was filed for OPTIMUM WEALTH GROUP with the United States Patent and Trademark Office. The USPTO has given the OPTIMUM WEALTH GROUP trademark a serial number of 98467470. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Tuesday, December 10, 2024. This trademark is owned by Optimum Wealth Group, LLC. The OPTIMUM WEALTH GROUP trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Providing information in the field of financial planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning
General Information
| Serial Number | 98467470 |
| Word Mark | OPTIMUM WEALTH GROUP |
| Filing Date | Monday, March 25, 2024 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Tuesday, December 10, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Providing information in the field of financial planning; Providing on-line information in the field of charitable monetary giving through financial and estate 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 | Monday, March 25, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, November 1, 2023 |
| First Use In Commerce Date | Wednesday, November 1, 2023 |
Trademark Owner History
| Party Name | Optimum Wealth Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hermitage, TN 37027 |
Trademark Events
| Event Date | Event Description |
| Tuesday, March 26, 2024 | NEW APPLICATION ENTERED |
| Monday, July 8, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, October 3, 2024 | ASSIGNED TO EXAMINER |
| Friday, October 4, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, October 4, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, October 4, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, December 10, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, December 10, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, December 10, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, December 10, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, December 10, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, December 10, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
