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WEALTH OPTIMIZATION PLAN
Live/Registered
REGISTERED

on 26 Apr 2022

Last Applicant/ Owned by

7001 E. Belleview Ave.

Denver

CO

80237

Serial Number

90523624 filed on 10th Feb 2021

Registration Number

6714751 registered on 26th Apr 2022

in the Supplemental Register

Correspondent Address

Jennifer E. Schlatter

ALLEN VELLONE WOLF HELFRICH & FACTOR, P.

1600 STOUT ST.

SUITE 1900

DENVER, CO, 80202

Filing Basis

1. use application currently

Disclaimer

"WEALTH OPTIMIZATION"

WEALTH OPTIMIZATION PLAN

"WEALTH OPTIMIZATION" 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

Classification Information


Class [036]
Insurance & Financial 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


First Use Date in General

01st Aug 2006

First Use Date in Commerce

01st Aug 2006

Mark Details


Serial Number

No 90523624

Mark Type

No Service Mark

Attorney Docket Number

No 23336.101

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
26th Apr 2022REGISTERED-SUPPLEMENTAL REGISTER
21st Mar 2022LAW OFFICE PUBLICATION REVIEW COMPLETED
14th Mar 2022ASSIGNED TO LIE
11th Mar 2022APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
08th Mar 2022EXAMINER'S AMENDMENT ENTERED
08th Mar 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
08th Mar 2022EXAMINERS AMENDMENT E-MAILED
08th Mar 2022EXAMINERS AMENDMENT -WRITTEN
26th Feb 2022TEAS/EMAIL CORRESPONDENCE ENTERED
25th Feb 2022CORRESPONDENCE RECEIVED IN LAW OFFICE