AW
Live / Allowed — Notice of allowance issued (as of 16 Dec 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 30 Apr 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99162994
- Mark type
- Design + words
- Filed
- 30 Apr 2025
- Published for opposition
- 21 Oct 2025
- Attorney of record
- B. Anna McCoy
Goods and services
- Class 036 — Insurance and financial services: (Based on Use) Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; financial services, namely, 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, endowments and foundations; 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, endowments and foundations; financial planning for retirement, business transition, and education; investment services, namely, cash flow management; debt advisory services (Based on Intent to Use) Financial advisory and consultancy services, namely, exchange traded fund (ETF) investment management services
Owner
- Amplius Wealth Advisors, LLC, Blue Bell, PA, US
- Amplius Wealth Advisors, LLC, Blue Bell, PA, US
Prosecution history
- 16 Dec 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 21 Oct 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 21 Oct 2025 — PUBLISHED FOR OPPOSITION
- 15 Oct 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 24 Sept 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 24 Sept 2025 — EXAMINER'S AMENDMENT ENTERED
- 24 Sept 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 24 Sept 2025 — EXAMINERS AMENDMENT E-MAILED
- 24 Sept 2025 — EXAMINERS AMENDMENT -WRITTEN
- 19 Sept 2025 — ASSIGNED TO EXAMINER
- 10 Sept 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 10 Sept 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 30 Apr 2025 — APPLICATION FILING RECEIPT MAILED
- 30 Apr 2025 — NEW APPLICATION ENTERED