WMS THE RETIREMENT PLAN OPTIMIZER Trademark
Trademark Overview
On Tuesday, October 10, 2006, a trademark application was filed for WMS THE RETIREMENT PLAN OPTIMIZER with the United States Patent and Trademark Office. The USPTO has given the WMS THE RETIREMENT PLAN OPTIMIZER trademark a serial number of 77017550. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, August 15, 2014. This trademark is owned by CPA Wealth Management Services, P.A.. The WMS THE RETIREMENT PLAN OPTIMIZER trademark is filed in the Insurance & Financial Services category with the following description:
Design, administration and advisory services for employer-sponsored retirement plans
General Information
| Serial Number | 77017550 |
| Word Mark | WMS THE RETIREMENT PLAN OPTIMIZER |
| Filing Date | Tuesday, October 10, 2006 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, August 15, 2014 |
| Registration Number | 3364290 |
| Registration Date | Tuesday, January 8, 2008 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 23, 2007 |
Trademark Statements
| Disclaimer with Predetermined Text | "RETIREMENT PLAN" |
| Goods and Services | Design, administration and advisory services for employer-sponsored retirement plans |
| Pseudo Mark | WEALTH MANAGEMENT SERVICES THE RETIREMENT PLAN OPTIMIZER |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, August 15, 2014 |
| 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 | CPA Wealth Management Services, P.A. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Melbourne, FL 32940 |
| Party Name | CPA Wealth Management Services, P.A. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Melbourne, FL 32940 |
| Party Name | CPA Wealth Management Services, P.A. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Melbourne, FL 32940 |
Trademark Events
| Event Date | Event Description |
| Friday, August 15, 2014 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, January 8, 2008 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 23, 2007 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 3, 2007 | NOTICE OF PUBLICATION |
| Friday, September 14, 2007 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, September 14, 2007 | ASSIGNED TO LIE |
| Tuesday, August 7, 2007 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 25, 2007 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, July 25, 2007 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, July 25, 2007 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 28, 2007 | NON-FINAL ACTION E-MAILED |
| Wednesday, February 28, 2007 | NON-FINAL ACTION WRITTEN |
| Monday, February 26, 2007 | ASSIGNED TO EXAMINER |
| Saturday, October 14, 2006 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Friday, October 13, 2006 | NEW APPLICATION ENTERED IN TRAM |
