USPTO serial 90894127
COMPLETE WEALTH OPTIMIZATION
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 14, 2023
- Examiner
- CHOI, REBECCA EJ
- 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 OPTIMIZATION?
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 | Jan 4, 2022 |
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 |
|---|---|---|---|
| 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 | — |
| Feb 14, 2023 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Feb 14, 2023 | 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. |
| Jan 12, 2023 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Jan 5, 2023 | ALIE | ASSIGNED TO LIE | — |
| Dec 13, 2022 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Dec 12, 2022 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Dec 12, 2022 | IUAA | USE AMENDMENT ACCEPTED | — |
| Nov 9, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 9, 2022 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Nov 9, 2022 | IUAF | USE AMENDMENT FILED | — |
| Nov 8, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 8, 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. |
| Nov 8, 2022 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| May 31, 2022 | 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. |
| May 31, 2022 | 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. |
| May 31, 2022 | 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. |
| May 23, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 7, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 24, 2021 | NWAP | NEW APPLICATION ENTERED | — |