NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
11/04/2025
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Official data from USPTO
OPTIMIZE YOUR MONEY'S POTENTIAL
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
OPTIMIZE YOUR MONEY'S POTENTIAL
ST13
US500000098618345Class
35, 36
Filing
98618345
Registration
8015483
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
23
Latest update
11/04/2025
Trademark type
Word
Nice classes
35, 36
Filing date
06/25/2024
Registration date
11/04/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/04/2025
Last transaction
11/04/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
11/01/2024
First use in commerce
11/01/2024
Drawing code
4
Owner type
16
Owner location
Dallas, TX
Examiner
FRIZALONE, SARAH O
Law office
M30
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Quotient Wealth Partners, LLC
Representatives
B. Anna McCoy McCoy Russell LLP
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Tax preparation; tax consultation; tax and taxation planningadviceinformation and consultancy services
Class 36
Financial servicesinvestment fund transfer and transaction servicesinvestment security servicesestate settlement services; financial serviceswealth management services; financial planning advice relating to investments and wealth management; investment servicesfinancial asset allocationcash flow managementinvestment consultationinvestment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; financial risk management consultation; financial planning for retirementbusiness transitioneducationestate planningcharitable giving; investment advisory servicesRegistered Investment Advisor (RIA) services
Publications
History of USPTO decisions and trademark events.
23 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
11/04/2025
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
10/16/2025
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
10/16/2025
SUPC
STATEMENT OF USE PROCESSING COMPLETE
10/08/2025
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
10/07/2025
IUAF
USE AMENDMENT FILED
05/07/2025
EISU
TEAS STATEMENT OF USE RECEIVED
05/07/2025
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
04/08/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/11/2025
PUBO
PUBLISHED FOR OPPOSITION
02/11/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
02/05/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/23/2025
XAEC
EXAMINER'S AMENDMENT ENTERED
01/23/2025
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
01/23/2025
GNEA
EXAMINERS AMENDMENT E-MAILED
01/23/2025
CNEA
EXAMINERS AMENDMENT -WRITTEN
01/23/2025
DOCK
ASSIGNED TO EXAMINER
01/21/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/18/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/20/2024
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/20/2024
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/20/2024
NWAP
NEW APPLICATION ENTERED
06/25/2024
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