| Serial Number | 99162989 |
| Word Mark | A W AMPLIUS WEALTH ADVISORS |
| Filing Date | Wednesday, April 30, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 9, 2025 |
| Registration Number | 8058987 |
| Registration Date | Tuesday, December 9, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 21, 2025 |
| NOT AVAILABLE | "WEALTH ADVISORS" |
| Goods and Services | Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, 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; financial planning for retirement, business transition, and education; investment services, namely, cash flow management; debt advisory services |
| Description of Mark | The mark consists of stylized writing of an "A" over top a "W" resembling a diamond to the left of the word "AMPLIUS" which is stacked vertically over "WEALTH ADVISORS". |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, April 30, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, February 26, 2021 |
| First Use In Commerce Date | Friday, February 26, 2021 |
| Party Name | Amplius Wealth Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Blue Bell, PA 19422 |
| Party Name | Amplius Wealth Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Blue Bell, PA 19422 |
| Party Name | Amplius Wealth Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Blue Bell, PA 19422 |
| Event Date | Event Description |
| Wednesday, April 30, 2025 | NEW APPLICATION ENTERED |
| Wednesday, April 30, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, September 10, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, September 10, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, September 19, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, September 24, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, September 24, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 24, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 24, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, September 24, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 15, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 21, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 21, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 9, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 9, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |