PUREFI WEALTH - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98387483
Word Mark
PUREFI WEALTH
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2024-02-05
Filing Date
2024-02-01
Attorney Name
Statements
Indication of Colors claimed
The color(s) blue and teal is/are claimed as a feature of the mark.
Description of Mark
The mark consists of a dissected blue and teal circle where the blue half circle on the left creates a triangle shape in the center of the circle and the teal half circle on the right creates a diagonal line through the center of the circle. The words "PUREFI WEALTH" appear to the right of the circle with the word "PUREFI", in blue, positioned above the word "WEALTH", in teal. The word "WEALTH" is positioned between two teal horizontal lines.
Goods and Services
Wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; trust and estate financial administration services; risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; advising for and management of retirement plans, endowments and foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services, namely, Registered Investment Advisor (RIA) 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
2024-02-05
Primary Code
036
First Use Anywhere Date
2023-12-04
First Use In Commerce Date
2023-12-04
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
B. ANNA MCCOY
Address
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Trademark Events
| Event Date | Event Description |
| 2024-02-05 | NEW APPLICATION ENTERED |
