AXOS WEALTH SOLUTIONS

What this means for you

Not registered yet, but its 15 Dec 2025 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

99548752

Mark type

Stylized text

Filed

15 Dec 2025

Attorney of record

David M. Kramer

Goods and services

• Class 036 — Insurance and financial services: Banking services; Checking account services; Savings account services; Bill payment services; Payment processing services, namely, credit card and debit card transaction processing services; Processing of debit card payments; Automated teller machine services; Electronic transfer of money; Mortgage lending; Financing of loans; Arranging and provision of credit, loans, insurance, currency exchange and travellers cheques; Financial investment brokerage; 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; Securities trading and investing services for others via the internet; Management of securities portfolios; Providing information regarding financial investment strategies; Providing information in the field of finance; Providing information in the field of finance via a website; Information, advisory, consultancy and financial research services relating to finance and investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Capital investment services; Capital investment; Brokerage services for capital investments; Financial services, namely, wealth management services; Investment consultation; Financial management in the field of investment portfolios and automated personal financial management portfolios; Individual retirement account services; Investment risk assessment services
• Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; Software as a service (SAAS) services featuring software for communicating directly with financial services professionals and end-point investors; Software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis and portfolio management, monitoring, risk-appetite assessment, and rebalancing activities, all in the fields of finance, investments, and wealth management; Software as a service (SAAS) services featuring software for use in on-line trading of securities, portfolio management, and investment management in the fields of finance and investments

Owner

• Axos Bank, San Diego, CA, US

Prosecution history

• 13 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 15 Dec 2025 — APPLICATION FILING RECEIPT MAILED
• 15 Dec 2025 — NEW APPLICATION ENTERED