Trademark Overview
On Monday, July 29, 2024, a trademark application was filed for AXIS WEALTH ADVISORS, LLC DBA AXIS WEALTH ADVISORS with the United States Patent and Trademark Office. The USPTO has given the AXIS WEALTH ADVISORS, LLC DBA AXIS WEALTH ADVISORS trademark a serial number of 98671854. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, July 29, 2024. This trademark is owned by Merling, Kevin R.. The AXIS WEALTH ADVISORS, LLC DBA AXIS WEALTH ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice; 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 asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Investment advice; Investment management; Investment management of a...
