OPTIPLAN Trademark

Trademark Overview


On Wednesday, November 13, 2024, a trademark application was filed for OPTIPLAN with the United States Patent and Trademark Office. The USPTO has given the OPTIPLAN trademark a serial number of 98851552. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Monday, July 21, 2025. This trademark is owned by Walton Agency, LLC. The OPTIPLAN trademark is filed in the Insurance & Financial Services category with the following description:

Administration of employer sponsored healthcare plans and advisory services related to the same
optiplan

General Information


Serial Number98851552
Word MarkOPTIPLAN
Filing DateWednesday, November 13, 2024
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateMonday, July 21, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 12, 2025

Trademark Statements


Goods and ServicesAdministration of employer sponsored healthcare plans and advisory services related to the same

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 13, 2024
Primary Code036
First Use Anywhere DateFriday, September 1, 2023
First Use In Commerce DateThursday, August 1, 2024

Trademark Owner History


Party NameWalton Agency, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressJackson, MI 49203

Trademark Events


Event DateEvent Description
Wednesday, November 13, 2024NEW APPLICATION ENTERED
Wednesday, November 13, 2024APPLICATION FILING RECEIPT MAILED
Saturday, April 26, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, May 8, 2025ASSIGNED TO EXAMINER
Friday, May 9, 2025NON-FINAL ACTION WRITTEN
Friday, June 27, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 1, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, June 27, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 9, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, May 9, 2025NON-FINAL ACTION E-MAILED
Friday, June 27, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED