Serial Number
99042292
Owner
Wealth With Options, LLCAttorney
Karen HawkesFirst Use Date
Jan 31, 2022
Filing Date
Feb 14, 2025
WEALTH WITH OPTIONS Trademark
Serial Number: 99042292 • Registration: 8001273
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Karen Hawkes Hawkes Law, APLC
11622 El Camino Real
Suite 100
San Diego, CA 92130
United States
Trademark Details
Filing Date
February 14, 2025
Registration Date
October 28, 2025
First Use Anywhere
January 31, 2022
First Use in Commerce
January 31, 2022
Published for Opposition
September 9, 2025
Goods & Services
Providing information in the field of wealth management for retirement planning and financial freedom, cash flow and budget analysis, workers' compensation insurance policy information for employment changes, corporate employee financial and insurance benefits review, real estate guidance, debt structure and analysis, financial education planning, and charitable monetary giving; Investment management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Estate planning; Equity capital investment; Management of private equity funds; Public equity investment management; Private equity fund investment services; Private equity consultant services; Insurance consulting in the field of property and casualty, life, disability, and long term care insurance; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Financial advice relating to tax
