WEALTH OPTIMIZATION INDEX
Live / Applied — Ex parte appeal pending (as of 10 Sept 2026)
What this means for you
Not registered yet, but its 11 Aug 2023 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98128908
- Mark type
- Stylized text
- Filed
- 11 Aug 2023
- Attorney of record
- ANDREW D. PRICE
Goods and services
- Class 016 — Paper goods and printed matter: Printed publications, namely, reports featuring information about how well a person's financial, accounting, business, insurance, and estate-related advisors coordinate and work together
- Class 036 — Insurance and financial services: Providing financial advice featuring the use of scoring algorithms that provide objective measures of how well a person's financial, accounting, business, insurance, and estate-related advisors coordinate and work together
Owner
- Todd S. Purich, Raleigh, NC, US
Prosecution history
- 08 Sept 2026 — NOTIFICATION OF SUBSEQUENT FINAL EMAILED
- 08 Sept 2026 — SUBSEQUENT FINAL EMAILED
- 08 Sept 2026 — SUBSEQUENT FINAL REFUSAL WRITTEN
- 03 Aug 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 03 Aug 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 03 Aug 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 04 May 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 04 May 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 02 Feb 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 02 Feb 2026 — NON-FINAL ACTION E-MAILED
- 02 Feb 2026 — NON-FINAL ACTION WRITTEN
- 30 Dec 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 30 Dec 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 30 Dec 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 30 Sept 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED