Trademark Overview
On Monday, August 5, 2024, a trademark application was filed for AVANTI WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the AVANTI WEALTH MANAGEMENT trademark a serial number of 98682196. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, August 5, 2024. This trademark is owned by The Trustees of the Bilello Trust, dated November 20, 1995. The AVANTI WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial consultancy and insurance consultancy; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, financial, investment, wealth, tax, insurance, business - planning, services, and consulting; Financial planning consultation; Financial retirement plan consulting services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial consultation services to businesses and individuals
