AMPLIUS WEALTH ADVISORS Trademark

Trademark Overview


On Friday, March 26, 2021, a trademark application was filed for AMPLIUS WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the AMPLIUS WEALTH ADVISORS trademark a serial number of 90606788. The federal status of this trademark filing is REGISTERED as of Tuesday, December 26, 2023. This trademark is owned by Amplius Wealth Advisors, LLC. The AMPLIUS WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

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; financial planning for retirement, business transition, and education; investment services, namely, cash flow management; d...
amplius wealth advisors

General Information


Serial Number90606788
Word MarkAMPLIUS WEALTH ADVISORS
Filing DateFriday, March 26, 2021
Status700 - REGISTERED
Status DateTuesday, December 26, 2023
Registration Number7251511
Registration DateTuesday, December 26, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 10, 2023

Trademark Statements


Goods and ServicesFinancial 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; financial planning for retirement, business transition, and education; investment services, namely, cash flow management; debt advisory services
Disclaimer with Predetermined Text"WEALTH ADVISORS"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, July 2, 2021
Primary Code036
First Use Anywhere DateFriday, February 26, 2021
First Use In Commerce DateFriday, February 26, 2021

Trademark Owner History


Party NameAmplius Wealth Advisors, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBlue Bell, PA 19422

Party NameAmplius Wealth Advisors, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressBlue Bell, PA 19422

Party NameAmplius Wealth Advisors, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBlue Bell, PA 19422

Trademark Events


Event DateEvent Description
Tuesday, December 26, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, December 26, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, October 10, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 10, 2023PUBLISHED FOR OPPOSITION
Wednesday, September 20, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 5, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, July 22, 2023SUSPENSION CHECKED ¿ TO ATTORNEY FOR ACTION
Friday, January 6, 2023REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Tuesday, May 24, 2022NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Tuesday, May 24, 2022LETTER OF SUSPENSION E-MAILED
Tuesday, May 24, 2022SUSPENSION LETTER WRITTEN
Tuesday, April 26, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 25, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, April 25, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, November 3, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, November 3, 2021NON-FINAL ACTION E-MAILED
Wednesday, November 3, 2021NON-FINAL ACTION WRITTEN
Wednesday, November 3, 2021ASSIGNED TO EXAMINER
Friday, July 2, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 30, 2021NEW APPLICATION ENTERED