OPTIMIZE WEALTH MANAGEMENT - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98695583
Word Mark
OPTIMIZE WEALTH MANAGEMENT
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2024-08-13
Filing Date
2024-08-13
Attorney Name
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Description of Mark
The mark consists of the wording OPTIMIZE WEALTH MANAGEMENT with the word OPTIMIZE appearing directly above the words WEALTH MANAGEMENT. To the left of the wording OPTIMIZE WEALTH MANAGEMENT is a stylized design of a compass.
Goods and Services
Financial analysis; financial forecasting; financial investment advisory services; financial management; financial planning; financial portfolio analysis services; financial portfolio management; financial securities brokerage services; investment portfolio management; preparing financial reports; providing information in the field of financial planning and financial investments via a website
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
2024-08-13
Primary Code
036
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Edmund J. Ferdinand, III Meister Seelig & Fein PLLC
Address
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Trademark Events
| Event Date | Event Description |
| 2024-08-13 | NEW APPLICATION ENTERED |
