AVELIS WEALTH PARTNERS
Live / Applied — New application — not yet assigned to an examiner (as of 08 Sept 2026)
What this means for you
Not registered yet, but its 08 Sept 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
- 50095399
- Mark type
- Stylized text
- Filed
- 08 Sept 2026
- Attorney of record
- John B. Farmer
Goods and services
- Class 036 — Insurance and financial services: Financial wealth management services; Financial advisory services; Financial planning and investment advisory services; Estate planning; Financial consultancy services in the field of planned donations for non-profit and charitable organizations; Providing information in the field of employee financial benefit plans; Financial services in the nature of providing an investment option available for life insurance products; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial planning for retirement
Owner
- Academy Financial, Inc., Lutherville, MD, US
Prosecution history
- 08 Sept 2026 — APPLICATION FILING RECEIPT MAILED
- 08 Sept 2026 — NEW APPLICATION ENTERED