| Serial Number | 98387483 |
| Word Mark | PUREFI WEALTH |
| Filing Date | Thursday, February 1, 2024 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Thursday, September 19, 2024 |
| 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 | Tuesday, October 22, 2024 |
| Description of Mark | The mark consists of a dissected blue and teal circle where the blue half circle on the left creates a triangle shape in the center of the circle and the teal half circle on the right creates a diagonal line through the center of the circle. The words "PUREFI WEALTH" appear to the right of the circle with the word "PUREFI", in blue, positioned above the word "WEALTH", in teal. The word "WEALTH" is positioned between two teal horizontal lines. |
| Goods and Services | 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 |
| Indication of Colors claimed | The color(s) blue and teal is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH" |
| 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 | Wednesday, February 28, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, December 4, 2023 |
| First Use In Commerce Date | Monday, December 4, 2023 |
| Party Name | PUREfi Wealth LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02109 |
| Event Date | Event Description |
| Monday, February 5, 2024 | NEW APPLICATION ENTERED |
| Wednesday, February 28, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 29, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, July 11, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, July 17, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 17, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, July 17, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, September 13, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 13, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 13, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 17, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |