R.SR
REGISTERED-SUPPLEMENTAL REGISTER
04/26/2022
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Official data from USPTO
WEALTH OPTIMIZATION PLAN
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
WEALTH OPTIMIZATION PLAN
ST13
US500000090523624Class
36
Filing
90523624
Registration
6714751
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
17
Latest update
04/26/2022
Trademark type
Word
Nice classes
36
Filing date
02/10/2021
Registration date
04/26/2022
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/26/2022
Last transaction
04/26/2022
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
First use anywhere
08/01/2006
First use in commerce
08/01/2006
Drawing code
4
Owner type
16
Owner location
Denver, CO, US
Examiner
HUTCHISON, DAVID
Law office
N50
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Wealth With Ease, LLC
Representatives
Jennifer E. Schlatter ALLEN VELLONE WOLF HELFRICH & FACTOR, P.C.
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning advisory services; wealth management advisory services; investment management advisory servicesprovision 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
Publications
History of USPTO decisions and trademark events.
17 publications found
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/21/2022
ALIE
ASSIGNED TO LIE
03/14/2022
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
03/11/2022
XAEC
EXAMINER'S AMENDMENT ENTERED
03/08/2022
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/08/2022
GNEA
EXAMINERS AMENDMENT E-MAILED
03/08/2022
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/08/2022
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/26/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/25/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/25/2022
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/30/2021
GNRT
NON-FINAL ACTION E-MAILED
08/30/2021
CNRT
NON-FINAL ACTION WRITTEN
08/30/2021
DOCK
ASSIGNED TO EXAMINER
08/26/2021
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/15/2021
NWAP
NEW APPLICATION ENTERED
02/15/2021
Continuous trademark protection
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