USPTO serial 90523624
WEALTH OPTIMIZATION PLAN
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Apr 26, 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 WEALTH OPTIMIZATION PLAN?
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 ALLEN VELLONE WOLF HELFRICH & FACTOR, P.C.1600 STOUT ST.SUITE 1900DENVER, 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 | Aug 1, 2006 |
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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 26, 2022 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Mar 21, 2022 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Mar 14, 2022 | ALIE | ASSIGNED TO LIE | — |
| Mar 11, 2022 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL 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 26, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 25, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 25, 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 | — |