WEALTH OPTIMIZATION PROCESS Trademark
Trademark Overview
On Thursday, December 22, 2016, a trademark application was filed for WEALTH OPTIMIZATION PROCESS with the United States Patent and Trademark Office. The USPTO has given the WEALTH OPTIMIZATION PROCESS trademark a serial number of 87278100. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Thursday, September 28, 2017. The WEALTH OPTIMIZATION PROCESS trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory, consultation and management services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; advice relating to investments
General Information
| Serial Number | 87278100 |
| Word Mark | WEALTH OPTIMIZATION PROCESS |
| Filing Date | Thursday, December 22, 2016 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Thursday, September 28, 2017 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Disclaimer with Predetermined Text | "WEALTH OPTIMIZATION" |
| Goods and Services | Financial planning and investment advisory, consultation and management services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; advice relating to investments |
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 | Thursday, January 5, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Bala Cynwyd, PA 19004 |
Trademark Events
| Event Date | Event Description |
| Wednesday, August 7, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, August 7, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, September 28, 2017 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| Thursday, September 28, 2017 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Monday, September 18, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, March 2, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, March 2, 2017 | NON-FINAL ACTION E-MAILED |
| Thursday, March 2, 2017 | NON-FINAL ACTION WRITTEN |
| Friday, February 24, 2017 | ASSIGNED TO EXAMINER |
| Thursday, January 5, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, December 27, 2016 | NEW APPLICATION ENTERED IN TRAM |
