USPTO serial 90523606
COMPLETE WEALTH SOLUTION
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 5, 2022
- Examiner
- HUTCHISON, DAVID A
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
Need help with COMPLETE WEALTH SOLUTION?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jennifer E. Schlatter
Jennifer E. Schlatter Michael Best & Friedrich LLP675 15th StreetSuite 2000Denver, CO 80202Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | 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 | ACTIVE | Mar 1, 2007 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Wealth With Ease, LLC
- Other trademarks owned by Wealth With Ease, LLC
- Other trademarks owned by Wealth With Ease, LLC
- Other trademarks in Class 036
- Similar marks named COMPLETE WEALTH SOLUTION
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 23, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 23, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 23, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 5, 2022 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jul 5, 2022 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Apr 19, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 19, 2022 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Mar 30, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 14, 2022 | ALIE | ASSIGNED TO LIE | — |
| Mar 11, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 8, 2022 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Mar 8, 2022 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Mar 8, 2022 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Mar 8, 2022 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 19, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 18, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 18, 2022 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 30, 2021 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 30, 2021 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 30, 2021 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 26, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| May 15, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Feb 15, 2021 | NWAP | NEW APPLICATION ENTERED | — |