Legal Representation
Attorney
Edmund J. Ferdinand, III
USPTO Deadlines
Application History
15 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 18, 2025 | MAB2 | E | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND | Loading... |
| Jul 18, 2025 | ABN2 | O | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | Loading... |
| Apr 3, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Apr 3, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Apr 3, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Mar 31, 2025 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED | Loading... |
| Mar 31, 2025 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE | Loading... |
| Mar 31, 2025 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED | Loading... |
| Mar 3, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Mar 3, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Mar 3, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Feb 26, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Feb 25, 2025 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Feb 25, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Aug 13, 2024 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
Financial analysis; financial forecasting; financial investment advisory services; financial management; financial planning; financial portfolio analysis services; financial portfolio management; financial securities brokerage services; investment portfolio management; providing information in the field of financial planning and financial investments via a website
Additional Information
Design Mark
The mark consists of the wording OPTIMIZE WEALTH MANAGEMENT with the word OPTIMIZE appearing directly above the words WEALTH MANAGEMENT. To the left of the wording OPTIMIZE WEALTH MANAGEMENT is a stylized design of a compass within a square.
Color Claim
Color is not claimed as a feature of the mark.
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"WEALTH MANAGEMENT"