TRILITH WEALTH MANAGEMENT Trademark

Trademark Overview


On Friday, October 9, 2020, a trademark application was filed for TRILITH WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the TRILITH WEALTH MANAGEMENT trademark a serial number of 90245451. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, August 6, 2024. This trademark is owned by P Family Holding Company LLC. The TRILITH WEALTH MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Banking; Banking and financing services; Banking consultation; Brokerage of bonds; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services in the field of securities and commodities investing; Capital investment; Checking account services; Clearing and reconciling financial transactions via a global computer network; Commodity brokerage; Commodity investment advice; Commodity trading for others; Credit and financial consultation; Cryptocurrency trading services; Currency trading; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, in investing in exchange and market products of cryptocurrency and cannabis; Financial analysis; Financial and investment services, namely, man...

Accounting consultation; Accounting for third parties; Analyzing and compiling business data; Analyzing and compiling business data in the fields of accounting, banking, financial, insurance, legal, and travel; Analyzing and compiling data for measuring the performance of financial markets; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Consulting and information concerning accounting; Financial auditing; Financial records management; Financial statement preparation and analysis for businesses; Income tax consultation; Income tax preparation; Maintaining and recording the ownership of shares, stocks and securities; Management of tax files; Office functions in the nature of maintaining records of ownership of stocks, shares and securities; Office functions in the nature of maintaining records of settlements for transfers of stocks, shares and securities; Preparation of financial statements; Prep...
trilith wealth management

General Information


Serial Number90245451
Word MarkTRILITH WEALTH MANAGEMENT
Filing DateFriday, October 9, 2020
Status688 - NOTICE OF ALLOWANCE - ISSUED
Status DateTuesday, August 6, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 20, 2024

Trademark Statements


Goods and ServicesBanking; Banking and financing services; Banking consultation; Brokerage of bonds; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services in the field of securities and commodities investing; Capital investment; Checking account services; Clearing and reconciling financial transactions via a global computer network; Commodity brokerage; Commodity investment advice; Commodity trading for others; Credit and financial consultation; Cryptocurrency trading services; Currency trading; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, in investing in exchange and market products of cryptocurrency and cannabis; Financial analysis; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation in the field of cryptocurrency; Financial consulting services, namely, expert analysis in finance; Financial customs brokerage services; Financial evaluation for insurance purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information provided by electronic means; Financial investment analysis and stock research; Financial investment brokerage services; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, budget planning,; Funds investment, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments,; wealth management services; financial management and securities brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial portfolio analysis services; Financial portfolio management; Financial research and equity research brokerage services; Financial retirement plan consulting services; Financial risk management; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, electronic remote check deposit services; Financial services, namely, gold trading; Financial services, namely, microfinance lending services; Financial services, namely, mortgage refinancing; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, wealth management services; Financial trust planning; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Insurance administration; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consulting in the field of casualty, property, and life insurance; Insurance information; Insurance information and consultancy; Insurance underwriting services for all types of insurance; Investment advice; Investment banking services; Investment brokerage; Investment consultation; Investment management; Investment of funds; Issuance of bank checks; Life insurance brokerage; Management of securities portfolios; Mortgage brokerage; Mutual fund brokerage; Mutual fund investment; Mutual funds and capital investment; Online banking; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing a web site featuring personal financial information and financial advice; Providing financial consultation services in the field of investing in cryptocurrency and cannabis; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of financial stock and equity markets; Providing information in the field of personal finance; Providing information on trading options and on profiting from the time delay of options; Providing investors with financial information; Providing on-line financial calculators; Provision of financial information relating to the finance industry involved in environmentally focused investments; Quotation of stock market prices; Savings account services; Securities brokerage services; Securities deposit services; Securities exchange price quotations; Securities trading services for others via the Internet and the global information network; Services of a stockbroker; Stock broking services; Trading in securities; Trust management accounts; Underwriting, issuance and administration of annuities; all of the foregoing not including direct investments in movies and real estate services, namely managing, leasing, brokerage, and investing of commercial or real property
Goods and ServicesAccounting consultation; Accounting for third parties; Analyzing and compiling business data; Analyzing and compiling business data in the fields of accounting, banking, financial, insurance, legal, and travel; Analyzing and compiling data for measuring the performance of financial markets; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Consulting and information concerning accounting; Financial auditing; Financial records management; Financial statement preparation and analysis for businesses; Income tax consultation; Income tax preparation; Maintaining and recording the ownership of shares, stocks and securities; Management of tax files; Office functions in the nature of maintaining records of ownership of stocks, shares and securities; Office functions in the nature of maintaining records of settlements for transfers of stocks, shares and securities; Preparation of financial statements; Preparation of reports relating to finance and investments; Prognosis on economical affairs; Providing a website featuring public policy information in the field of tax reform and tax policy; Providing and updating a financial index; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing financial indices based on selected groups of securities; Providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond market; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Providing information, news and commentary in the field of business; Providing statistical information and indexes of mortgages, interests, and prices for others; Recording and registering the transfer of stocks, shares and securities; Tax advisory services; Tax assessment; Tax preparation; all of the foregoing not including general business management or administration and real estate services, namely managing, leasing, brokerage, and investing of commercial or real property
NOT AVAILABLE"WEALTH MANAGEMENT"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 24, 2020
Primary Code035
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, November 24, 2020
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameP Family Holding Company LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNaples, FL 34108

Party NameP Family Holding Company LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNaples, FL 34108

Trademark Events


Event DateEvent Description
Tuesday, October 13, 2020NEW APPLICATION ENTERED
Tuesday, November 24, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 9, 2021ASSIGNED TO EXAMINER
Tuesday, March 9, 2021NON-FINAL ACTION WRITTEN
Tuesday, March 9, 2021NON-FINAL ACTION E-MAILED
Tuesday, March 9, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, July 1, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, July 1, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 2, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Sunday, August 15, 2021SUSPENSION LETTER WRITTEN
Sunday, August 15, 2021LETTER OF SUSPENSION E-MAILED
Sunday, August 15, 2021NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, May 11, 2022REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Thursday, December 15, 2022REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Saturday, July 8, 2023REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Tuesday, January 16, 2024EXAMINERS AMENDMENT -WRITTEN
Tuesday, January 16, 2024EXAMINERS AMENDMENT E-MAILED
Tuesday, January 16, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, January 16, 2024EXAMINER'S AMENDMENT ENTERED
Tuesday, January 16, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, January 16, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, January 16, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, January 16, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, January 31, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, January 31, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Monday, March 4, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 20, 2024PUBLISHED FOR OPPOSITION
Friday, March 15, 2024EXTENSION OF TIME TO OPPOSE RECEIVED
Sunday, June 30, 2024EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Monday, July 1, 2024EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Tuesday, August 6, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT