PREVIS WEALTH Trademark

Trademark Overview

On Wednesday, July 9, 2025, a trademark application was filed for PREVIS WEALTH with the United States Patent and Trademark Office. The USPTO has given the PREVIS WEALTH trademark a serial number of 99274259. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, July 9, 2025. This trademark is owned by Previs Wealth LLC. The PREVIS WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, wealth management services, financial portfolio construction and monitoring, financial planning, and coordination with accountants, legal counsel, trustees and powers of attorney for clients
previs wealth

General Information

Serial Number99274259
Word MarkPREVIS WEALTH
Filing DateWednesday, July 9, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, July 9, 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 services, namely, wealth management services, financial portfolio construction and monitoring, financial planning, and coordination with accountants, legal counsel, trustees and powers of attorney for clients

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 9, 2025
Primary Code036
First Use Anywhere DateTuesday, December 3, 2024
First Use In Commerce DateTuesday, December 3, 2024

Trademark Owner History

Party NamePrevis Wealth LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPenfield, NY 14526

Trademark Events

Event DateEvent Description
Wednesday, July 9, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, July 9, 2025NEW APPLICATION ENTERED

Related Keywords

wealth previs financial services counsel trustees legal powers clients attorney accountants planning