| Serial Number | 85322522 |
| Word Mark | THE RETIREMENT PLAN OPTIMIZER |
| Filing Date | Tuesday, May 17, 2011 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, July 8, 2022 |
| Registration Number | 4076899 |
| Registration Date | Tuesday, December 27, 2011 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 11, 2011 |
| Goods and Services | Design, administration and advisory services for employer-sponsored retirement plans |
| Disclaimer with Predetermined Text | "RETIREMENT PLAN" |
| 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, July 8, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, November 30, 2004 |
| First Use In Commerce Date | Tuesday, November 30, 2004 |
| Party Name | FIRSTWAVE FINANCIAL, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | SATELLITE BEACH, FL 32937 |
| Party Name | CPA Wealth Management Services, P.A. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Melbourne, FL 32940 |
| Party Name | CPA Wealth Management Services, P.A. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Melbourne, FL 32940 |
| Party Name | CPA Wealth Management Services, P.A. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Melbourne, FL 32940 |
| Event Date | Event Description |
| Friday, July 8, 2022 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Sunday, December 27, 2020 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Thursday, June 27, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, June 27, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Saturday, January 20, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, January 20, 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, January 20, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, January 17, 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, December 27, 2017 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, December 27, 2016 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, December 27, 2011 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 11, 2011 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 11, 2011 | PUBLISHED FOR OPPOSITION |
| Thursday, September 8, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, September 2, 2011 | ASSIGNED TO EXAMINER |
| Friday, May 20, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, May 20, 2011 | NEW APPLICATION ENTERED IN TRAM |