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WEALTH OPTIMIZATION INDEX
Live/Pending
FINAL REFUSAL - MAILED

mailed

on 19 Nov 2024

Last Applicant/ Owned by

701 Exposition Place, Suite 203

Raleigh

US

NC

27615

Serial Number

98128908 filed on 11th Aug 2023

Registration Number

N/A

Correspondent Address

Andrew D. Price

Andrew D. Price VENABLE LLP

WASHINGTON, DC 20043-9998

United States

Filing Basis

1. intent to use current

Disclaimer

NO DATA

WEALTH OPTIMIZATION INDEX

Providing financial, accounting, business, insurance, and estate-related scoring services, namely, providing objective measures of how well a person's financial, accounting, business, insurance, and estate-related advisors coordinate and work together Printed publications, namely, reports featuring information about how well a person's financial, accounting, business, insurance, and estate-relate Read More

Classification Information


Class [036]
Insurance & Financial Services


Providing financial, accounting, business, insurance, and estate-related scoring services, namely, providing objective measures of how well a person's financial, accounting, business, insurance, and estate-related advisors coordinate and work together


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [016]
Paper Goods and Printed Material


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


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 98128908

Mark Type

No Service Mark

Attorney Docket Number

No 583532

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

Yes

No Basis

No

Legal History


Show more

Status DateAction Taken
19th Nov 2024FINAL REFUSAL E-MAILED
19th Nov 2024NOTIFICATION OF FINAL REFUSAL EMAILED
19th Nov 2024FINAL REFUSAL WRITTEN
14th Oct 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
14th Oct 2024TEAS/EMAIL CORRESPONDENCE ENTERED
14th Oct 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
12th Jul 2024APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
12th Jul 2024APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
12th Apr 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
12th Apr 2024NON-FINAL ACTION E-MAILED