WEALTH OPTIMIZATION PLAN Trademark
Trademark Overview
On Wednesday, February 10, 2021, a trademark application was filed for WEALTH OPTIMIZATION PLAN with the United States Patent and Trademark Office. The USPTO has given the WEALTH OPTIMIZATION PLAN trademark a serial number of 90523624. The federal status of this trademark filing is REGISTERED as of Tuesday, April 26, 2022. This trademark is owned by Wealth With Ease, LLC. The WEALTH OPTIMIZATION PLAN trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning advisory services; wealth management advisory services; investment management advisory services, provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management
General Information
| Serial Number | 90523624 |
| Word Mark | WEALTH OPTIMIZATION PLAN |
| Filing Date | Wednesday, February 10, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 26, 2022 |
| Registration Number | 6714751 |
| Registration Date | Tuesday, April 26, 2022 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning advisory services; wealth management advisory services; investment management advisory services, provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management |
| Disclaimer with Predetermined Text | "WEALTH OPTIMIZATION" |
Classification Information
| 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 | Saturday, May 15, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, August 1, 2006 |
| First Use In Commerce Date | Tuesday, August 1, 2006 |
Trademark Owner History
| Party Name | Wealth With Ease, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Denver, CO 80237 |
| Party Name | Wealth With Ease, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Denver, CO 80237 |
Trademark Events
| Event Date | Event Description |
| Tuesday, April 26, 2022 | REGISTERED-SUPPLEMENTAL REGISTER |
| Monday, March 21, 2022 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, March 14, 2022 | ASSIGNED TO LIE |
| Friday, March 11, 2022 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Tuesday, March 8, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, March 8, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 8, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 8, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Saturday, February 26, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, February 25, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, February 25, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, August 30, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, August 30, 2021 | NON-FINAL ACTION E-MAILED |
| Monday, August 30, 2021 | NON-FINAL ACTION WRITTEN |
| Thursday, August 26, 2021 | ASSIGNED TO EXAMINER |
| Saturday, May 15, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, February 15, 2021 | NEW APPLICATION ENTERED IN TRAM |
