Legal Representation
Attorney
B. Anna McCoy
Application History
14 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Jul 1, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jul 1, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 1, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jul 1, 2025 | CNRT | R | NON-FINAL ACTION WRITTEN | Loading... |
| Jul 1, 2025 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED | Loading... |
| Jul 1, 2025 | GNRT | F | NON-FINAL ACTION E-MAILED | Loading... |
| Jun 26, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 26, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 18, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jun 18, 2025 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Jun 18, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jun 18, 2025 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED | Loading... |
| Jan 16, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
| Jan 16, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
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 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
First Use Anywhere:
20241100
First Use in Commerce:
20241100
Additional Information
Design Mark
The mark consists of a stylized hourglass design. To the right of the design are the words PRESILIUM FAMILY OFFICE, with PRESILIUM placed above FAMILY OFFICE.
Design Mark
The mark consists of a stylized hourglass design. To the right of the design are the words PRESILIUM FAMILY OFFICE, with PRESILIUM placed above FAMILY OFFICE.
Color Claim
Color is not claimed as a feature of the mark.
Color Claim
Color is not claimed as a feature of the mark.
Classification
International Classes
036