TrademarkDir
OPTIMIZE YOUR MONEY'S POTENTIAL
LIVE

Serial Number

98618345

Owner

Quotient Wealth Partners, LLC

Attorney

B. Anna McCoy

First Use Date

Nov 1, 2024

Filing Date

Jun 25, 2024

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OPTIMIZE YOUR MONEY'S POTENTIAL Trademark

Serial Number: 98618345 • Registration: 8015483

OPTIMIZE YOUR MONEY'S POTENTIAL is a trademark filed by Quotient Wealth Partners, LLC on June 25, 2024. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Quotient Wealth Partners, LLC (6 trademarks)

5430 LBJ Freeway
Dallas, TX 75240

Entity Type: 16

Trademark Details

Filing Date

June 25, 2024

Registration Date

November 4, 2025

First Use Anywhere

November 1, 2024

First Use in Commerce

November 1, 2024

Published for Opposition

February 11, 2025

Goods & Services

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment 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 retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) services

Tax preparation; tax consultation; tax and taxation planning, advice, information and consultancy services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Nov 4, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Nov 4, 2025 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Oct 16, 2025 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Oct 16, 2025 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Oct 8, 2025 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Oct 7, 2025 AITU
USE AMENDMENT FILED
May 7, 2025 IUAF
TEAS STATEMENT OF USE RECEIVED
May 7, 2025 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Apr 8, 2025 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 11, 2025 NPUB
PUBLISHED FOR OPPOSITION
Feb 11, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Feb 5, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 23, 2025 CNSA
EXAMINER'S AMENDMENT ENTERED
Jan 23, 2025 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jan 23, 2025 GNEN
EXAMINERS AMENDMENT E-MAILED
Jan 23, 2025 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jan 23, 2025 CNEA
ASSIGNED TO EXAMINER
Jan 21, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 18, 2025 NWOS
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 20, 2024 TCCA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 20, 2024 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 20, 2024 COAR
NEW APPLICATION ENTERED
Jun 25, 2024 NWAP

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