WEALTH OPTIMIZATION PLAN

Live / Registered — Registered (as of 26 Apr 2022)

What this means for you

Registered since 26 Apr 2022. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90523624
Registration number
6714751
Mark type
Stylized text
Filed
10 Feb 2021
Registered
26 Apr 2022
Attorney of record
Jennifer E. Schlatter

Goods and services

  • Class 036 — Insurance and financial services: Financial planning advisory services; wealth management advisory services; investment management advisory services, provision 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

Owner

Prosecution history

  • 26 Apr 2022 — REGISTERED-SUPPLEMENTAL REGISTER
  • 21 Mar 2022 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 14 Mar 2022 — ASSIGNED TO LIE
  • 11 Mar 2022 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 08 Mar 2022 — EXAMINER'S AMENDMENT ENTERED
  • 08 Mar 2022 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 08 Mar 2022 — EXAMINERS AMENDMENT E-MAILED
  • 08 Mar 2022 — EXAMINERS AMENDMENT -WRITTEN
  • 26 Feb 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 25 Feb 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 25 Feb 2022 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 30 Aug 2021 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 30 Aug 2021 — NON-FINAL ACTION E-MAILED
  • 30 Aug 2021 — NON-FINAL ACTION WRITTEN
  • 26 Aug 2021 — ASSIGNED TO EXAMINER

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