PRESILIUM PRIVATE WEALTH Trademark

Trademark Overview


On Monday, April 11, 2022, a trademark application was filed for PRESILIUM PRIVATE WEALTH with the United States Patent and Trademark Office. The USPTO has given the PRESILIUM PRIVATE WEALTH trademark a serial number of 97356841. The federal status of this trademark filing is REGISTERED as of Tuesday, June 27, 2023. This trademark is owned by Presilium Private Wealth, LLC. The PRESILIUM PRIVATE WEALTH 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 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; ins...
presilium private wealth

General Information


Serial Number97356841
Word MarkPRESILIUM PRIVATE WEALTH
Filing DateMonday, April 11, 2022
Status700 - REGISTERED
Status DateTuesday, June 27, 2023
Registration Number7090581
Registration DateTuesday, June 27, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 11, 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 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
Disclaimer with Predetermined TextPRIVATE WEALTH

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 15, 2022
Primary Code036
First Use Anywhere DateFriday, April 1, 2022
First Use In Commerce DateFriday, April 1, 2022

Trademark Owner History


Party NamePresilium Private Wealth, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressRadnor, PA 19087

Party NamePresilium Private Wealth, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19103

Party NamePresilium Private Wealth, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19103

Trademark Events


Event DateEvent Description
Monday, July 24, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, July 24, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, July 24, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, July 24, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, July 24, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, June 27, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, June 27, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, April 11, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 11, 2023PUBLISHED FOR OPPOSITION
Wednesday, March 22, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, March 8, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, March 7, 2023EXAMINER'S AMENDMENT ENTERED
Tuesday, March 7, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, March 7, 2023EXAMINERS AMENDMENT E-MAILED
Tuesday, March 7, 2023EXAMINERS AMENDMENT -WRITTEN
Friday, February 3, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, February 3, 2023NON-FINAL ACTION E-MAILED
Friday, February 3, 2023NON-FINAL ACTION WRITTEN
Friday, January 27, 2023ASSIGNED TO EXAMINER
Friday, April 15, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, April 14, 2022NEW APPLICATION ENTERED