TrademarkDir
WEALTH OPTIMIZATION INDEX
LIVE

Serial Number

98128908

Owner

Todd S. Purich

Attorney

ANDREW D. PRICE

First Use Date

May 12, 2023

Filing Date

Aug 11, 2023

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WEALTH OPTIMIZATION INDEX Trademark

Serial Number: 98128908

WEALTH OPTIMIZATION INDEX is a trademark filed by Todd S. Purich on August 11, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 16 (Paper Goods). The application is currently pending registration.

Owner Contact Info

Todd S. Purich

701 Exposition Place, Suite 203
Raleigh, NC 27615

Entity Type: 01

Trademark Details

Filing Date

August 11, 2023

Registration Date

Not Registered

First Use Anywhere

May 12, 2023

First Use in Commerce

May 12, 2023

Goods & Services

Printed publications, namely, reports featuring information about how well a person's financial, accounting, business, insurance, and estate-related advisors coordinate and work together

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

Filing History

APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
May 4, 2026 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
May 4, 2026 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 2, 2026 GNRN
NON-FINAL ACTION E-MAILED
Feb 2, 2026 GNRT
NON-FINAL ACTION WRITTEN
Feb 2, 2026 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 30, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 30, 2025 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 30, 2025 TROA
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Sep 30, 2025 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Sep 30, 2025 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 30, 2025 GNRN
NON-FINAL ACTION E-MAILED
Jun 30, 2025 GNRT
NON-FINAL ACTION WRITTEN
Jun 30, 2025 CNRT
USE AMENDMENT ACCEPTED
Jun 25, 2025 IUAA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 29, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 29, 2025 CRFA
ASSIGNED TO LIE
May 29, 2025 ALIE
TEAS REQUEST FOR RECONSIDERATION RECEIVED
May 15, 2025 ERFR
EX PARTE APPEAL-INSTITUTED
May 15, 2025 EXPI
JURISDICTION RESTORED TO EXAMINING ATTORNEY
May 15, 2025 JURT
EXPARTE APPEAL RECEIVED AT TTAB
May 15, 2025 EXAF
AMENDMENT TO USE PROCESSING COMPLETE
May 14, 2025 AUPC
USE AMENDMENT FILED
May 14, 2025 IUAF
TEAS AMENDMENT OF USE RECEIVED
May 14, 2025 EAAU
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Feb 19, 2025 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Feb 19, 2025 XELR
NOTIFICATION OF FINAL REFUSAL EMAILED
Nov 19, 2024 GNFN
FINAL REFUSAL E-MAILED
Nov 19, 2024 GNFR
FINAL REFUSAL WRITTEN
Nov 19, 2024 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 14, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 14, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 14, 2024 TROA
APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Jul 12, 2024 XELG
APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Jul 12, 2024 XELR
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 12, 2024 GNRN
NON-FINAL ACTION E-MAILED
Apr 12, 2024 GNRT
NON-FINAL ACTION WRITTEN
Apr 12, 2024 CNRT
ASSIGNED TO EXAMINER
Apr 11, 2024 DOCK
TEAS VOLUNTARY AMENDMENT RECEIVED
Feb 22, 2024 PARI
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 11, 2023 NWOS
NEW APPLICATION ENTERED
Aug 15, 2023 NWAP

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