TrademarkDir
WEALTH OPTIMIZATION PLAN
LIVE

Serial Number

90523624

Owner

WEALTH WITH EASE, LLC

Attorney

Jennifer E. Schlatter

First Use Date

Aug 1, 2006

Filing Date

Feb 10, 2021

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WEALTH OPTIMIZATION PLAN Trademark

Serial Number: 90523624 • Registration: 6714751

WEALTH OPTIMIZATION PLAN is a trademark filed by WEALTH WITH EASE, LLC on February 10, 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

February 10, 2021

Registration Date

April 26, 2022

First Use Anywhere

August 1, 2006

First Use in Commerce

August 1, 2006

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

REGISTERED-SUPPLEMENTAL REGISTER
Apr 26, 2022 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Mar 21, 2022 PREV
ASSIGNED TO LIE
Mar 14, 2022 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Mar 11, 2022 CNTA
EXAMINER'S AMENDMENT ENTERED
Mar 8, 2022 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Mar 8, 2022 GNEN
EXAMINERS AMENDMENT E-MAILED
Mar 8, 2022 GNEA
EXAMINERS AMENDMENT -WRITTEN
Mar 8, 2022 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 26, 2022 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 25, 2022 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 25, 2022 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 30, 2021 GNRN
NON-FINAL ACTION E-MAILED
Aug 30, 2021 GNRT
NON-FINAL ACTION WRITTEN
Aug 30, 2021 CNRT
ASSIGNED TO EXAMINER
Aug 26, 2021 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 15, 2021 NWOS
NEW APPLICATION ENTERED
Feb 15, 2021 NWAP

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