LIVIUM WEALTH MANAGEMENT
Live / Applied — New application — not yet assigned to an examiner (as of 24 Aug 2026)
What this means for you
Not registered yet, but its 24 Aug 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 50068435
- Mark type
- Stylized text
- Filed
- 24 Aug 2026
- Attorney of record
- MALLORY KING
Goods and services
- Class 036 — Insurance and financial services: Financial planning; Financial planning for retirement; Financial planning and investment advisory services; Financial wealth management services; Investment management; Investment brokerage; Financial portfolio management; Life insurance brokerage; Life insurance underwriting; Insurance services, namely, underwriting, issuing and administration of life insurance; Providing insurance information in the field of disability insurance; Long-term care insurance underwriting; Health insurance underwriting; Issuance of life, health, disability, and long-term care insurance; Issuance and administration of annuities; Annuity services, namely, account and investment administration
Owner
- CGWM, Inc., Traverse City, MI, US
Prosecution history
- 08 Sept 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 08 Sept 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 08 Sept 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 24 Aug 2026 — APPLICATION FILING RECEIPT MAILED
- 24 Aug 2026 — NEW APPLICATION ENTERED