OPTIFY
Optify, Inc.
Mark For: OPTIFY® trademark registration is intended to cover the categories of
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| Serial Number | 88207712 |
| Registration Number | 5968725 |
| Mark Literal Elements | OPTIFY |
| Mark Drawing Type | 4 - STANDARD CHARACTER MARK |
| Mark Type | SERVICE MARK |
| Register | PRINCIPAL |
| Current Location | PUBLICATION AND ISSUE SECTION 2019-12-16 |
| Basis | 1(a) |
| Class Status | ACTIVE |
| Primary US Classes |
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| Primary International Class |
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| Filed Use | No |
| Current Use | Yes |
| Intent To Use | No |
| Filed ITU | Yes |
| 44D Filed | No |
| 44E Current | No |
| 66A Current | No |
| Current Basis | No |
| No Basis | No |
| Attorney Name | Christian Fenton |
| Law Office Assigned | L50 |
| Employee Name | SHINER, MARK W |
Timeline
| 2018-11-27 | Application Filed |
| 2019-04-09 | Published |
| 2019-04-09 | Published for Opposition |
| 2019-07-01 | Date of First Use |
| 2019-07-01 | Date of Use In Commerce |
| 2019-12-16 | Location: PUBLICATION AND ISSUE SECTION |
| 2019-12-16 | Status: Live/Pending |
| 2019-12-17 | Trademark Registered |
| 2019-12-17 | Transaction Date |
| 2020-01-21 | Status: Registered. The registration date is used to determine when post-registration maintenance documents are due. |
| 2020-01-21 | Trademark Registered |
Trademark Parties (Applicants & Owners)
| Party: |  Optify, Inc. |
| Address | 402 West Broadway Suite 400 San Diego, CALIFORNIA UNITED STATES 92101 |
| Legal Entity Type | Corporation |
| Legal Entity State | CALIFORNIA |
Documents
 Drawing | JPEG | 2018-11-27 |
 TEAS Plus New Application | MULTI | 2018-11-27 |
| TEAS Rev, App and/or COA of Atty/Dom.Rep | XML | 2018-12-26 |
| Notation to File | XML | 2019-02-27 |
| XSearch Search Summary | XML | 2019-02-27 |
| TRAM Snapshot of App at Pub for Oppostn | MULTI | 2019-02-28 |
| Notice of Publication | XML | 2019-03-20 |
| Notification Of Notice of Publication | XML | 2019-03-20 |
| OG Publication Confirmation | APPLICATION/XML | 2019-04-09 |
| Notice of Allowance | APPLICATION/XML | 2019-06-04 |
| TEAS Rev, App and/or COA of Atty/Dom.Rep | XML | 2019-09-11 |
| Specimen | JPEG | 2019-11-27 |
| Statement of Use | MULTI | 2019-11-27 |
| ITU Unit Action | MULTI | 2019-12-10 |
| Notice of Acceptance of Statement of Use | XML | 2019-12-17 |
| TRAM Snapshot of App at Pub for Oppostn | MULTI | 2019-12-17 |
| Registration Certificate | 2020-01-21 |
Attorney of Record
Good, Services, and Codes
IC 036. US 100 101 102. G & S: Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, creating personalized investment strategies for achieving specific financial goals; Financial portfolio management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Insurance brokerage; Insurance information and consultancy; Investment management of and distribution of annuities; Investment of funds; Management of securities portfolios. FIRST USE: 20190701. FIRST USE IN COMMERCE: 20190701
| International Codes: | 36 |
| U.S. Codes: | 100,101,102 |
| Type Code | Type |
|---|---|
| GS0361 | Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, creating personalized investment strategies for achieving specific financial goals; Financial portfolio management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Insurance brokerage; Insurance information and consultancy; Investment management of and distribution of annuities; Investment of funds; Management of securities portfolios |
| GS0361 | Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, creating personalized investment strategies for achieving specific financial goals; Financial portfolio management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Insurance brokerage; Insurance information and consultancy; Investment management of and distribution of annuities; Investment of funds; Management of securities portfolios |
Trademark Filing History
| Description | Date | Proceeding Number |
|---|---|---|
| REGISTERED-PRINCIPAL REGISTER | 2020-01-21 | |
| NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | 2019-12-17 | |
| ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | 2019-12-16 | |
| STATEMENT OF USE PROCESSING COMPLETE | 2019-12-07 | 74055 |
| CASE ASSIGNED TO INTENT TO USE PARALEGAL | 2019-12-06 | 74055 |
| USE AMENDMENT FILED | 2019-11-27 | 74055 |
| TEAS STATEMENT OF USE RECEIVED | 2019-11-27 | |
| TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | 2019-09-11 | |
| ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 2019-09-11 | |
| NOA E-MAILED - SOU REQUIRED FROM APPLICANT | 2019-06-04 | |
| PUBLISHED FOR OPPOSITION | 2019-04-09 | |
| OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | 2019-04-09 | |
| NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | 2019-03-20 | |
| ASSIGNED TO EXAMINER | 2019-02-27 | 86332 |
| APPROVED FOR PUB - PRINCIPAL REGISTER | 2019-02-27 | |
| TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | 2018-12-26 | |
| ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 2018-12-26 | |
| NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM | 2018-12-15 | |
| NEW APPLICATION ENTERED IN TRAM | 2018-11-30 |
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