| Serial Number | 98128908 |
| Word Mark | WEALTH OPTIMIZATION INDEX |
| Filing Date | Friday, August 11, 2023 |
| Status | 760 - EX PARTE APPEAL PENDING |
| Status Date | Thursday, May 15, 2025 |
| 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 |
| Goods and Services | Printed publications, namely, reports featuring information about how well a person's financial, accounting, business, insurance, and estate-related advisors coordinate and work together |
| Goods and Services | Providing financial advice featuring the use of scoring algorithms that provide objective measures of how well a person's financial, accounting, business, insurance, and estate-related advisors coordinate and work together |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, September 11, 2023 |
| Primary Code | 016 |
| First Use Anywhere Date | Friday, May 12, 2023 |
| First Use In Commerce Date | Friday, May 12, 2023 |
| 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, September 11, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, May 12, 2023 |
| First Use In Commerce Date | Friday, May 12, 2023 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Raleigh, NC 27615 |
| Event Date | Event Description |
| Tuesday, August 15, 2023 | NEW APPLICATION ENTERED |
| Monday, September 11, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 22, 2024 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Friday, April 12, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, April 12, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, April 12, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, July 12, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Friday, July 12, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Monday, October 14, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, October 14, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, October 14, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, April 11, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, November 19, 2024 | FINAL REFUSAL E-MAILED |
| Tuesday, November 19, 2024 | FINAL REFUSAL WRITTEN |
| Tuesday, November 19, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, February 19, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Wednesday, February 19, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, May 14, 2025 | TEAS AMENDMENT OF USE RECEIVED |
| Wednesday, May 14, 2025 | USE AMENDMENT FILED |
| Wednesday, May 14, 2025 | AMENDMENT TO USE PROCESSING COMPLETE |
| Thursday, May 15, 2025 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Thursday, May 15, 2025 | EXPARTE APPEAL RECEIVED AT TTAB |
| Thursday, May 15, 2025 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| Thursday, May 15, 2025 | EX PARTE APPEAL-INSTITUTED |
| Thursday, May 29, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 29, 2025 | ASSIGNED TO LIE |
| Thursday, May 29, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |