WEALTH OPTIMIZATION PLAN - Trademark Details
Status: 641 - Non-Final Action - Mailed
Serial Number
90523624
Word Mark
WEALTH OPTIMIZATION PLAN
Status
641 - Non-Final Action - Mailed
Status Date
2021-08-30
Filing Date
2021-02-10
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
N50
Employee Name
HUTCHISON, DAVID A
Statements
Goods and Services
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
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2021-05-15
Primary Code
036
First Use Anywhere Date
2006-08-01
First Use In Commerce Date
2006-08-01
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
JENNIFER E. SCHLATTER
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2021-02-15 | NEW APPLICATION ENTERED IN TRAM |
| 2021-05-15 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2021-08-26 | ASSIGNED TO EXAMINER |
| 2021-08-30 | NON-FINAL ACTION WRITTEN |
| 2021-08-30 | NON-FINAL ACTION E-MAILED |
| 2021-08-30 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
