AEGIS WEALTH PARTNERS, LLC Trademark

Trademark Overview


On Friday, May 1, 2015, a trademark application was filed for AEGIS WEALTH PARTNERS, LLC with the United States Patent and Trademark Office. The USPTO has given the AEGIS WEALTH PARTNERS, LLC trademark a serial number of 86616835. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Tuesday, September 5, 2017. This trademark is owned by Aegis Wealth Partners, LLC. The AEGIS WEALTH PARTNERS, LLC trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultation in the field of investment portfolio management, risk management, and retirement planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, investment portfolio management, risk management, and retirement planning; Financial portfolio management; Financial portfolio analysis services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services
aegis wealth partners, llc

General Information


Serial Number86616835
Word MarkAEGIS WEALTH PARTNERS, LLC
Filing DateFriday, May 1, 2015
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateTuesday, September 5, 2017
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Indication of Colors claimedThe color(s) orange, blue, and white is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text"WEALTH PARTNERS, LLC"
Description of MarkThe mark consists of the words "AEGIS WEALTH PARTNERS, LLC" in stylized font. The letter "A" in the term "AEGIS" appears stylized in the color blue, except for an orange dot that appears in the center of the "A." The letters "EGIS" in "AEGIS" appear in blue. Below the word "AEGIS" appears the wording "WEALTH PARTNERS, LLC" in orange. To the left of this wording appears a blue vertical line. To the left of the line appears a stylized shield design. The shield contains a white stylized letter "A" with a white dot in the center of the "A." The shield is shaded in blue and contains a white border followed by an outermost orange border. The entire mark appears on a transparent background and no other color is claimed as a feature of the mark.
Goods and ServicesFinancial advice and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultation in the field of investment portfolio management, risk management, and retirement planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, investment portfolio management, risk management, and retirement planning; Financial portfolio management; Financial portfolio analysis services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services
Translation of Words in MarkThe English translation of aegis in the mark is shield or protection.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 12, 2015
Primary Code036
First Use Anywhere DateTuesday, July 29, 2014
First Use In Commerce DateTuesday, July 29, 2014

Trademark Owner History


Party NameAegis Wealth Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressScottsdale, AZ 85258

Trademark Events


Event DateEvent Description
Tuesday, September 5, 2017ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Tuesday, September 5, 2017ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Sunday, February 5, 2017NOTIFICATION OF FINAL REFUSAL EMAILED
Sunday, February 5, 2017FINAL REFUSAL E-MAILED
Sunday, February 5, 2017FINAL REFUSAL WRITTEN
Thursday, December 29, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, December 29, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 29, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 9, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, September 9, 2016NON-FINAL ACTION E-MAILED
Friday, September 9, 2016NON-FINAL ACTION WRITTEN
Monday, August 29, 2016LIE CHECKED SUSP - TO ATTY FOR ACTION
Sunday, August 28, 2016ASSIGNED TO LIE
Tuesday, February 16, 2016NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Tuesday, February 16, 2016LETTER OF SUSPENSION E-MAILED
Tuesday, February 16, 2016SUSPENSION LETTER WRITTEN
Saturday, February 6, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, February 5, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, February 5, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, August 17, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, August 17, 2015NON-FINAL ACTION E-MAILED
Monday, August 17, 2015NON-FINAL ACTION WRITTEN
Wednesday, August 12, 2015ASSIGNED TO EXAMINER
Wednesday, May 13, 2015NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, May 12, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, May 5, 2015NEW APPLICATION ENTERED IN TRAM