WEALTH OPTIMIZATION INDEX Trademark

Trademark Overview


On Friday, August 11, 2023, a trademark application was filed for WEALTH OPTIMIZATION INDEX with the United States Patent and Trademark Office. The USPTO has given the WEALTH OPTIMIZATION INDEX trademark a serial number of 98128908. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Tuesday, November 19, 2024. The WEALTH OPTIMIZATION INDEX trademark is filed in the Paper & Printed Material Products and Insurance & Financial Services categories with the following description:

Printed publications, namely, reports featuring information about how well a person's financial, accounting, business, insurance, and estate-related advisors coordinate and work together

Providing financial, accounting, business, insurance, and estate-related scoring services, namely, providing objective measures of how well a person's financial, accounting, business, insurance, and estate-related advisors coordinate and work together

General Information


Serial Number98128908
Word MarkWEALTH OPTIMIZATION INDEX
Filing DateFriday, August 11, 2023
Status645 - FINAL REFUSAL - MAILED
Status DateTuesday, November 19, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesPrinted 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 ServicesProviding financial, accounting, business, insurance, and estate-related scoring services, namely, providing objective measures of how well a person's financial, accounting, business, insurance, and estate-related advisors coordinate and work together

Classification Information


International Class016 - 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 Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateMonday, September 11, 2023
Primary Code016
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, September 11, 2023
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressRaleigh, NC 27615

Trademark Events


Event DateEvent Description
Tuesday, August 15, 2023NEW APPLICATION ENTERED
Monday, September 11, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, April 12, 2024NON-FINAL ACTION WRITTEN
Friday, April 12, 2024NON-FINAL ACTION E-MAILED
Friday, April 12, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, July 12, 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Friday, July 12, 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Thursday, February 22, 2024TEAS VOLUNTARY AMENDMENT RECEIVED
Thursday, April 11, 2024ASSIGNED TO EXAMINER
Monday, October 14, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, October 14, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, October 14, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 19, 2024FINAL REFUSAL WRITTEN
Tuesday, November 19, 2024NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, November 19, 2024FINAL REFUSAL E-MAILED