| Serial Number | 99042236 |
| Word Mark | WEALTH WITH OPTIONS |
| Filing Date | Friday, February 14, 2025 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Monday, August 18, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 9, 2025 |
| Description of Mark | The mark consists of a red circle with navy blue longitude and latitude lines with white arrows crossing over the circle from left to right. To the right of the circle, the words "WEALTH WITH" are featured in lowercase letters in navy blue. Directly below "WEALTH WITH" the word "OPTIONS" is featured in lowercase letters in navy blue. |
| Goods and Services | Providing information in the field of wealth management for retirement planning and financial freedom, cash flow and budget analysis, workers' compensation insurance policy information for employment changes, corporate employee financial and insurance benefits review, real estate guidance, debt structure and analysis, financial education planning, and charitable monetary giving; Investment management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Estate planning; Equity capital investment; Management of private equity funds; Public equity investment management; Private equity fund investment services; Private equity consultant services; Insurance consulting in the field of property and casualty, life, disability, and long term care insurance; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Financial advice relating to tax |
| Indication of Colors claimed | The color(s) red, white, and navy blue is/are claimed as a feature of the mark. |
| 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, February 15, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 31, 2022 |
| First Use In Commerce Date | Monday, January 31, 2022 |
| Party Name | Wealth With Options, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92130 |
| Event Date | Event Description |
| Friday, February 14, 2025 | NEW APPLICATION ENTERED |
| Friday, February 14, 2025 | APPLICATION FILING RECEIPT MAILED |
| Sunday, July 13, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, July 13, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, August 1, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, August 1, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, August 4, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, August 4, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, August 4, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, August 5, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 3, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, August 1, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 22, 2025 | ASSIGNED TO EXAMINER |