Who owns the OPTIPLAN trademark?

The OPTIPLAN trademark is owned by Walton Agency, LLC.

What class is the OPTIPLAN trademark registered in?

The OPTIPLAN trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for OPTIPLAN?

The USPTO serial number for OPTIPLAN is 98851552.

What is the registration number for OPTIPLAN?

OPTIPLAN is registered under USPTO registration number 7965087.

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Home Search: OPTIPLANOPTIPLAN #98851552

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Updated Sep 19, 2026·14 searches this week

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OPT

USPTO Trademark Record

REGISTERED

OPTIPLAN

SN 98851552·Reg 7965087·Filed Nov 13, 2024

Owner Walton Agency, LLC

Financial, monetary and banking services; insurance services; real estate services.

OPTIPLAN (Serial No. 98851552), Registration No. 7965087, is a registered US trademark filed on Nov 13, 2024 by Walton Agency, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: September 30, 2031

Conflict Analysis

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Mark Intelligence

OPTIPLAN (Reg. #7965087) is a registered US trademark that has been protecting its owner, Walton Agency, LLC, since 2024. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Nov 13, 2024

SERIAL

98851552

REG#

7965087

REGISTERED

Sep 30, 2025

Filing Information

StatusREGISTERED

Filing DateNov 13, 2024

Serial Number98851552

Registration No.7965087

Registration DateSep 30, 2025

Status DateSep 30, 2025

Published for OppositionAug 12, 2025

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Sep 01, 2023

First use in commerce: Aug 01, 2024

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

16 events

REGISTERED-PRINCIPAL REGISTER

Sep 30, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Sep 30, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Aug 12, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Aug 12, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Aug 06, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jul 01, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jun 27, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jun 27, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Jun 27, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

May 09, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

May 09, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

May 09, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

May 08, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 26, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Nov 13, 2024

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Nov 13, 2024

APPLICATION FILING RECEIPT MAILED

Other Marks by Walton Agency, LLC

Additional USPTO filings from the same owner.

WWA

W WALTON INSURANCE GROUP

97300788

WALTON AGENCY, LLC

REGISTERED

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ABANDONED

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