| Serial Number | 99042292 |
| Word Mark | WEALTH WITH OPTIONS |
| Filing Date | Friday, February 14, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 28, 2025 |
| Registration Number | 8001273 |
| Registration Date | Tuesday, October 28, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 9, 2025 |
| 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 |
| 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 | Friday, February 14, 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 | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92130 |
| Party Name | Wealth With Options, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Diego, CA 92130 |
| 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 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 14, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, July 22, 2025 | ASSIGNED TO EXAMINER |
| Friday, August 1, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, August 1, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, August 1, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, August 4, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, August 4, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 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 |
| Tuesday, September 9, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 9, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 28, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 28, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |