PRESILIUM PRIVATE WEALTH
Live / Registered — Registered (as of 27 Jun 2023)
What this means for you
Registered since 27 Jun 2023. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97356841
- Registration number
- 7090581
- Mark type
- Stylized text
- Filed
- 11 Apr 2022
- Published for opposition
- 11 Apr 2023
- Registered
- 27 Jun 2023
- Attorney of record
- Anna B. McCoy
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endowments, and foundations; insurance consultancy services, namely, providing advice in the field of insurance auditing; underwriting, issuance and administration of annuities; financial consultation in the field of cryptocurrency; financial brokerage services for cryptocurrency trading; providing venture capital, development capital, and investment funding; hedge fund investment services; financial brokerage services in the field of securities and commodities investing; investment advisory services, namely, Registered Investment Advisor (RIA) services; Financial services, namely, education planning services, generational transfer planning, wealth education, stock option strategies, portfolio management, and sustainable and responsible investing
Owner
- Presilium Private Wealth, LLC, Radnor, PA, US
- Presilium Private Wealth, LLC, Philadelphia, PA, US
- Presilium Private Wealth, LLC, Philadelphia, PA, US
Prosecution history
- 24 Jul 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 24 Jul 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 24 Jul 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 24 Jul 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 24 Jul 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 27 Jun 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 27 Jun 2023 — REGISTERED-PRINCIPAL REGISTER
- 11 Apr 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 11 Apr 2023 — PUBLISHED FOR OPPOSITION
- 22 Mar 2023 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 08 Mar 2023 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 07 Mar 2023 — EXAMINER'S AMENDMENT ENTERED
- 07 Mar 2023 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 07 Mar 2023 — EXAMINERS AMENDMENT E-MAILED
- 07 Mar 2023 — EXAMINERS AMENDMENT -WRITTEN