AMPLIUS WEALTH ADVISORS - Trademark Details
Status: 641 - Non-Final Action - Mailed
Serial Number
90606788
Word Mark
AMPLIUS WEALTH ADVISORS
Status
641 - Non-Final Action - Mailed
Status Date
2021-11-03
Filing Date
2021-03-26
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
L70
Employee Name
LEE, YAT SYE I
Statements
Goods and Services
Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans, endowments and foundations; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; insurance consultancy services, namely, providing advice in the field of insurance auditing; financial planning for retirement, business transition, and education; investment services, namely, cash flow management; debt advisory services
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2021-07-02
Primary Code
036
First Use Anywhere Date
2021-02-26
First Use In Commerce Date
2021-02-26
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
B. ANNA MCCOY
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2021-03-30 | NEW APPLICATION ENTERED IN TRAM |
| 2021-07-02 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2021-11-03 | ASSIGNED TO EXAMINER |
| 2021-11-03 | NON-FINAL ACTION WRITTEN |
| 2021-11-03 | NON-FINAL ACTION E-MAILED |
| 2021-11-03 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
