TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/23/2025
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Official data from USPTO
COMPLETE WEALTH OPTIMIZATION
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
COMPLETE WEALTH OPTIMIZATION
ST13
US500000090894127Class
36
Filing
90894127
Registration
6982269
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
22
Latest update
10/29/2025
Trademark type
Word
Nice classes
36
Filing date
08/20/2021
Registration date
02/14/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/14/2023
Last transaction
10/29/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
Filing basis
Intent to use
First use anywhere
01/04/2022
First use in commerce
01/04/2022
Drawing code
4
Owner type
16
Owner location
Denver, CO
Examiner
CHOI,REBECCA EJ
Law office
M90
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Wealth With Ease, LLC
Representatives
Jennifer E. Schlatter Michael Best & Friedrich LLP
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.
22 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/23/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/23/2025
NRCS
NOTICE OF REGISTRATION CONFIRMATION EMAILED
02/14/2023
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
02/14/2023
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
01/12/2023
ALIE
ASSIGNED TO LIE
01/05/2023
AAUA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
12/13/2022
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
12/12/2022
IUAA
USE AMENDMENT ACCEPTED
12/12/2022
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/09/2022
AUPC
AMENDMENT TO USE PROCESSING COMPLETE
11/09/2022
IUAF
USE AMENDMENT FILED
11/09/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/08/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/08/2022
EAAU
TEAS AMENDMENT OF USE RECEIVED
11/08/2022
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/31/2022
GNRT
NON-FINAL ACTION E-MAILED
05/31/2022
CNRT
NON-FINAL ACTION WRITTEN
05/31/2022
DOCK
ASSIGNED TO EXAMINER
05/23/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/07/2021
NWAP
NEW APPLICATION ENTERED
08/24/2021
Continuous trademark protection
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