MORPHICAPITAL Trademark

Trademark Overview


On Monday, November 4, 2024, a trademark application was filed for MORPHICAPITAL with the United States Patent and Trademark Office. The USPTO has given the MORPHICAPITAL trademark a serial number of 98835295. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Monday, July 7, 2025. This trademark is owned by Money Morphic, LLC. The MORPHICAPITAL trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services, namely, investment strategy, comprehensive financial planning and advice, tax and estate planning strategies, and individual services in the nature of personalized portfolio management, retirement income planning, wealth transfer solutions, tax assessment analysis, risk assessment analysis, and fiduciary investment consulting; Financial consultation in the field of investment strategy, comprehensive financial planning and advice, tax and estate planning strategies, and individual services in the nature of personalized portfolio management, retirement income planning, wealth transfer solutions, tax assessment analysis, risk assessment analysis, and fiduciary investment consulting; Financial services, namely, wealth management services; Providing financial information regarding wealth building for individuals, families and businesses, namely, about financial and investment planning, tax and estate planning strategies, and financial education; ...
morphicapital

General Information


Serial Number98835295
Word MarkMORPHICAPITAL
Filing DateMonday, November 4, 2024
Status680 - APPROVED FOR PUBLICATION
Status DateMonday, July 7, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial advisory and consultancy services, namely, investment strategy, comprehensive financial planning and advice, tax and estate planning strategies, and individual services in the nature of personalized portfolio management, retirement income planning, wealth transfer solutions, tax assessment analysis, risk assessment analysis, and fiduciary investment consulting; Financial consultation in the field of investment strategy, comprehensive financial planning and advice, tax and estate planning strategies, and individual services in the nature of personalized portfolio management, retirement income planning, wealth transfer solutions, tax assessment analysis, risk assessment analysis, and fiduciary investment consulting; Financial services, namely, wealth management services; Providing financial information regarding wealth building for individuals, families and businesses, namely, about financial and investment planning, tax and estate planning strategies, and financial education; Providing information in the field of wealth management; Providing information in the field of wealth management for individuals, families and businesses, namely, about financial and investment planning, tax and estate planning strategies, and financial education

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 4, 2024
Primary Code036
First Use Anywhere DateMonday, July 1, 2024
First Use In Commerce DateMonday, July 1, 2024

Trademark Owner History


Party NameMoney Morphic, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMesa, AZ 85201

Trademark Events


Event DateEvent Description
Monday, November 4, 2024NEW APPLICATION ENTERED
Saturday, April 26, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, May 2, 2025ASSIGNED TO EXAMINER
Friday, May 2, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, May 2, 2025NON-FINAL ACTION WRITTEN
Monday, May 12, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, June 30, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, May 2, 2025NON-FINAL ACTION E-MAILED
Monday, May 12, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 12, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, June 30, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, July 7, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, June 30, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED