PUREFI WEALTH Trademark

Trademark Overview


On Tuesday, December 12, 2023, a trademark application was filed for PUREFI WEALTH with the United States Patent and Trademark Office. The USPTO has given the PUREFI WEALTH trademark a serial number of 98311339. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Thursday, September 19, 2024. This trademark is owned by PUREfi Wealth LLC. The PUREFI WEALTH trademark is filed in the Insurance & Financial Services category with the following description:

Wealth management services; Financial planning advice relating to investments and wealth management; Investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; Financial advisory and consultancy services; Financial advisory and consultancy services for individuals and families for financial wealth planning purposes; Estate planning consultation; Financial trust and estate administration services; Financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; Investment management of retirement plans, management of endowments funds and financial management of foundations, and providing financial advice regarding the foregoing services; Financial planning for retirement, business transition, education, estate planning, and charitable giving; Investment advisory services, namely, Registered Investment Advisor (RIA) services
purefi wealth

General Information


Serial Number98311339
Word MarkPUREFI WEALTH
Filing DateTuesday, December 12, 2023
Status681 - PUBLICATION/ISSUE REVIEW COMPLETE
Status DateThursday, September 19, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 22, 2024

Trademark Statements


Pseudo MarkPURIFY WEALTH
Goods and ServicesWealth management services; Financial planning advice relating to investments and wealth management; Investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; Financial advisory and consultancy services; Financial advisory and consultancy services for individuals and families for financial wealth planning purposes; Estate planning consultation; Financial trust and estate administration services; Financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; Investment management of retirement plans, management of endowments funds and financial management of foundations, and providing financial advice regarding the foregoing services; Financial planning for retirement, business transition, education, estate planning, and charitable giving; Investment advisory services, namely, Registered Investment Advisor (RIA) services
NOT AVAILABLE"WEALTH"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, December 11, 2023
Primary Code036
First Use Anywhere DateMonday, December 4, 2023
First Use In Commerce DateMonday, December 4, 2023

Trademark Owner History


Party NamePUREfi Wealth LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBoston, MA 02109

Trademark Events


Event DateEvent Description
Tuesday, December 12, 2023NEW APPLICATION ENTERED
Saturday, March 16, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, July 11, 2024ASSIGNED TO EXAMINER
Wednesday, July 17, 2024NON-FINAL ACTION WRITTEN
Wednesday, July 17, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, July 17, 2024NON-FINAL ACTION E-MAILED
Friday, September 13, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 13, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, September 13, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 17, 2024APPROVED FOR PUB - PRINCIPAL REGISTER