TrademarkDir
COMPLETE WEALTH OPTIMIZATION
LIVE

Serial Number

90894127

Owner

WEALTH WITH EASE, LLC

Attorney

Jennifer E. Schlatter

First Use Date

Jan 4, 2022

Filing Date

Aug 20, 2021

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COMPLETE WEALTH OPTIMIZATION Trademark

Serial Number: 90894127 • Registration: 6982269

COMPLETE WEALTH OPTIMIZATION is a trademark filed by WEALTH WITH EASE, LLC on August 20, 2021. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

WEALTH WITH EASE, LLC (35 trademarks)

Suite 600
Denver, CO 80237

Entity Type: 16

Trademark Details

Filing Date

August 20, 2021

Registration Date

February 14, 2023

First Use Anywhere

January 4, 2022

First Use in Commerce

January 4, 2022

Goods & 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

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 23, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 23, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 23, 2025 REAP
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Feb 14, 2023 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Feb 14, 2023 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jan 12, 2023 PREV
ASSIGNED TO LIE
Jan 5, 2023 ALIE
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Dec 13, 2022 AAUA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Dec 12, 2022 CNTA
USE AMENDMENT ACCEPTED
Dec 12, 2022 IUAA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 9, 2022 TEME
AMENDMENT TO USE PROCESSING COMPLETE
Nov 9, 2022 AUPC
USE AMENDMENT FILED
Nov 9, 2022 IUAF
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 8, 2022 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Nov 8, 2022 TROA
TEAS AMENDMENT OF USE RECEIVED
Nov 8, 2022 EAAU
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 31, 2022 GNRN
NON-FINAL ACTION E-MAILED
May 31, 2022 GNRT
NON-FINAL ACTION WRITTEN
May 31, 2022 CNRT
ASSIGNED TO EXAMINER
May 23, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 7, 2021 NWOS
NEW APPLICATION ENTERED
Aug 24, 2021 NWAP

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