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 NON-FINAL ACTION - MAILED as of Monday, February 2, 2026. 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 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
wealth optimization index

General Information

Serial Number98128908
Word MarkWEALTH OPTIMIZATION INDEX
Filing DateFriday, August 11, 2023
Status641 - NON-FINAL ACTION - MAILED
Status DateMonday, February 2, 2026
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 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

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 DateFriday, May 12, 2023
First Use In Commerce DateFriday, May 12, 2023
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 DateFriday, May 12, 2023
First Use In Commerce DateFriday, May 12, 2023

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
Thursday, February 22, 2024TEAS VOLUNTARY AMENDMENT RECEIVED
Thursday, April 11, 2024ASSIGNED TO EXAMINER
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
Monday, October 14, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, October 14, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, October 14, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, November 19, 2024FINAL REFUSAL WRITTEN
Tuesday, November 19, 2024FINAL REFUSAL E-MAILED
Tuesday, November 19, 2024NOTIFICATION OF FINAL REFUSAL EMAILED
Wednesday, February 19, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Wednesday, February 19, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Wednesday, May 14, 2025TEAS AMENDMENT OF USE RECEIVED
Wednesday, May 14, 2025USE AMENDMENT FILED
Wednesday, May 14, 2025AMENDMENT TO USE PROCESSING COMPLETE
Thursday, May 15, 2025EXPARTE APPEAL RECEIVED AT TTAB
Thursday, May 15, 2025JURISDICTION RESTORED TO EXAMINING ATTORNEY
Thursday, May 15, 2025EX PARTE APPEAL-INSTITUTED
Thursday, May 15, 2025TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, May 29, 2025ASSIGNED TO LIE
Thursday, May 29, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, May 29, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, June 25, 2025USE AMENDMENT ACCEPTED
Monday, June 30, 2025NON-FINAL ACTION WRITTEN
Monday, June 30, 2025NON-FINAL ACTION E-MAILED
Monday, June 30, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, September 30, 2025APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Tuesday, September 30, 2025APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Tuesday, December 30, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 30, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 30, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, February 2, 2026NON-FINAL ACTION WRITTEN
Monday, February 2, 2026NON-FINAL ACTION E-MAILED
Monday, February 2, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED

Related Keywords

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