| Serial Number | 99003711 |
| Word Mark | PRESILIUM FAMILY OFFICE |
| Filing Date | Thursday, January 16, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, July 1, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Description of Mark | The mark consists of a stylized hourglass design. To the right of the design are the words PRESILIUM FAMILY OFFICE, with PRESILIUM placed above FAMILY OFFICE. |
| Goods and Services | Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, 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 and investments for individuals and families; investment services, namely, cash flow management; 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, business transition, education, charitable giving, endowments, and foundations; insurance consultancy services, namely, providing advice in the field of insurance auditing; underwriting, issuance and administration of annuities; financial consultation in the field of cryptocurrency; financial brokerage services for cryptocurrency trading; providing venture capital, development capital, and investment funding; hedge fund investment services; financial brokerage services in the field of securities and commodities investing; investment advisory services, namely, Registered Investment Advisor (RIA) services; Financial services, namely, education planning services, generational transfer planning, wealth education, stock option strategies, portfolio management, and sustainable and responsible investing |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, January 16, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 31, 2024 |
| First Use In Commerce Date | Thursday, October 31, 2024 |
| Party Name | Presilium Private Wealth, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Radnor, PA 19087 |
| Event Date | Event Description |
| Thursday, January 16, 2025 | NEW APPLICATION ENTERED |
| Wednesday, June 18, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, June 18, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 26, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, July 1, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 1, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 1, 2025 | NON-FINAL ACTION WRITTEN |