"SOLUTIONS TO OPTIMIZE YOUR FINANCIAL WELL-BEING." Trademark
Trademark Overview
On Tuesday, March 14, 2017, a trademark application was filed for "SOLUTIONS TO OPTIMIZE YOUR FINANCIAL WELL-BEING." with the United States Patent and Trademark Office. The USPTO has given the "SOLUTIONS TO OPTIMIZE YOUR FINANCIAL WELL-BEING." trademark a serial number of 87371179. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, April 19, 2024. This trademark is owned by Capital Management Strategies. The "SOLUTIONS TO OPTIMIZE YOUR FINANCIAL WELL-BEING." trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial management; Financial retirement plan consulting services; Insurance brokerage in the field of health insurance; Insurance consulting in the field of health and life insurance; Life insurance brokerage
General Information
| Serial Number | 87371179 |
| Word Mark | "SOLUTIONS TO OPTIMIZE YOUR FINANCIAL WELL-BEING." |
| Filing Date | Tuesday, March 14, 2017 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, April 19, 2024 |
| Registration Number | 5301249 |
| Registration Date | Tuesday, October 3, 2017 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 18, 2017 |
Trademark Statements
| Goods and Services | Estate planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial management; Financial retirement plan consulting services; Insurance brokerage in the field of health insurance; Insurance consulting in the field of health and life insurance; Life insurance brokerage |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, April 19, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, February 18, 2017 |
| First Use In Commerce Date | Saturday, February 18, 2017 |
Trademark Owner History
| Party Name | Capital Management Strategies |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Scottsdale, AZ 85255 |
| Party Name | Capital Management Strategies |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Scottsdale, AZ 85255 |
| Party Name | Capital Management Strategies |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Scottsdale, AZ 85255 |
Trademark Events
| Event Date | Event Description |
| Wednesday, June 7, 2017 | ASSIGNED TO EXAMINER |
| Wednesday, June 28, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 18, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 18, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 3, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Monday, October 3, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, April 19, 2024 | CANCELLED SEC. 8 (6-YR) |
| Thursday, June 8, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, March 17, 2017 | NEW APPLICATION ENTERED |
| Monday, March 20, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
