Drawing for TAX OPTIMIZATION INDEX

USPTO serial 99911206

TAX OPTIMIZATION INDEX

Reviewed by CopyMark Law Group

Filing date
Status date
Registration date
—
Examiner
—
Law office
—

What this means

Status 630 means your trademark application is in the USPTO queue and has not yet been assigned to an examining attorney. This is normal shortly after filing. Examination typically begins within three to four months, though timing varies. Wait for assignment and the first examiner action. Monitor TSDR monthly for status changes to 638 (assigned) or an office action.

Status 630: Status 630 means your trademark application is in the USPTO queue and has not yet been assigned to an examining attorney. This is normal shortly after filing. Examination typically begins within three to four months, though timing varies.

Need help with TAX OPTIMIZATION INDEX?

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.

Kevin Oliveira

Kevin Oliveira Odin, Feldman & Pittleman PC1775 Wiehle Avenue, Suite 400Reston, VA 20190-5159United States

Goods and services

ClassDescriptionStatusFirst use
009Downloadable computer software for mobile phones, watches and devices, computers, and portable electronic devices, namely, software for assessing, analyzing, teaching, improving and advising on factors related to financial health and financial well-being, health, happiness, well-being and longevity and instructional user guides sold as a unit; Downloadable computer software for mobile phones, watches and devices, computers, and portable electronic devices, namely, software for assessing, analyzing, teaching, improving and advising on personal health and lifestyle wellness factors that are related to and improve a person's overall health, happiness, well-being and longevity and instructional user guides sold as a unit; Downloadable computer application software for mobile phones, watches and devices, computers, and portable electronic devices, namely, software for enabling users to access, participate in, and to track progress in financial health and financial well-being, health, happiness, well-being and longevity programs; Electronic publications, namely, articles, newsletters, booklets, guides, manuals, and teaching materials featuring content in the field of health, happiness, healthy environments and lifestyles, well-being, and longevity recorded on computer mediaACTIVE—
035Promoting public awareness of financial health initiatives and projects that improve financial health and financial well-being; Business management and consultation in the field of development and implementation of financial health initiatives and projects designed to improve financial health and financial well-beingACTIVE—
036Financial advisory and consultancy services, namely, in the area of financial health and financial well-being; Providing information in the field of personal finance; Financial services, namely, wealth management services; Providing information in the field of wealth managementACTIVE—
041Education services, namely, providing live and on-line lectures, classes, workshops, seminars, conferences, slide presentations, program presentations in the nature of webinars, learning through small group activities and professional coaching in the field of improvement of health, well-being and longevity; Education services, namely, providing live and on-line lectures, classes, workshops, seminars, conferences, slide presentations, program presentations in the nature of webinars, learning through small group activities and professional coaching in the field of health care and planning, and projects in the nature of wellness programs that improve health, well-being and longevity; Education services, namely, providing live and on-line lectures, classes, workshops, seminars, conferences, slide presentations, program presentations in the nature of webinars, learning through small group activities and professional coaching in the field of cultures of longevity and wellness based on research involving cultures of longevity and wellness; Arranging, organizing, conducting, and hosting social entertainment events; Providing a website featuring resources, namely, non-downloadable publications in the nature of articles, brochures, white papers, newsletters, and websites featuring blogs in the field of improvement of health, well-being and longevity; Providing training in the field of improving health, wellness, and longevity as part of a wellness program; Education services, namely, providing live and on-line lectures, classes, workshops, seminars, conferences, slide presentations, program presentations in the nature of webinars, learning through small group activities and professional coaching in the field of improvement of financial health and financial wellbeing; Education services, namely, providing live and on-line lectures, classes, workshops, seminars, conferences, slide presentations, program presentations in the nature of webinars, learning through small group activities and professional coaching in the field of development and implementation of financial health initiatives and projects designed to improve financial health and financial well-beingACTIVE—
042Providing on-line non-downloadable software for assessing, analyzing, teaching, improving and advising on factors related to financial health and financial well-being, health, happiness, well-being and longevity; Providing on-line non-downloadable software for assessing, analyzing, teaching and advising on personal health and lifestyle wellness factors that are related to and improve a person's overall health, happiness, wellbeing and longevity; Providing on-line non-downloadable software for enabling users to access, participate in, and to track progress in financial health and financial wellbeing, health, happiness, well-being and longevity programs; Application service provider (ASP) featuring software for use for assessing, analyzing, teaching, improving and advising on factors related to financial health and financial well-being, health, happiness, well-being and longevity; Application service provider (ASP) featuring software for use assessing, analyzing, teaching and advising on personal health and lifestyle wellness factors that are related to and improve a person's overall health, happiness, wellbeing and longevity; Application service provider (ASP) featuring software for use for enabling users to access, participate in, and to track progress in financial health and financial well-being, health, happiness, well-being and longevity programsACTIVE—
044Providing health information; Providing a website featuring information about health and wellness, namely, health, wellness, longevity, and nutrition; Providing a website featuring information about health and wellness, namely, in the field of improving health, wellness, and longevity; Health care services, namely, wellness programsACTIVE—

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

DateCodeEventWhat it means
Jun 29, 2026MAFRAPPLICATION FILING RECEIPT MAILED—
Jun 29, 2026NWAPNEW APPLICATION ENTERED—

Frequently asked questions

Related guidance