OPTIFY

What this means for you

Registered since 21 Jan 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

88207712

Registration number

5968725

Mark type

Stylized text

Filed

27 Nov 2018

Published for opposition

09 Apr 2019

Registered

21 Jan 2020

Attorney of record

Christian Fenton

Goods and services

• Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, creating personalized investment strategies for achieving specific financial goals; Financial portfolio management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Insurance brokerage; Insurance information and consultancy; Investment management of and distribution of annuities; Investment of funds; Management of securities portfolios

Owner

• Optify, Inc., San Diego, CA, US
• Optify, Inc., San Diego, CA, US
• Optify, Inc., San Diego, CA, US

Prosecution history

• 21 Jan 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
• 21 Jan 2020 — REGISTERED-PRINCIPAL REGISTER
• 17 Dec 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
• 16 Dec 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
• 07 Dec 2019 — STATEMENT OF USE PROCESSING COMPLETE
• 27 Nov 2019 — USE AMENDMENT FILED
• 06 Dec 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
• 27 Nov 2019 — TEAS STATEMENT OF USE RECEIVED
• 11 Sept 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 11 Sept 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 04 Jun 2019 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
• 09 Apr 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 09 Apr 2019 — PUBLISHED FOR OPPOSITION
• 20 Mar 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 27 Feb 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER