Legal Representation
Attorney
B. Anna McCoy
Application History
2 events| Date | Code | Type | Description |
|---|---|---|---|
| Apr 30, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED |
| Apr 30, 2025 | NWAP | I | NEW APPLICATION ENTERED |
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, 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
First Use Anywhere:
Feb 26, 2021
First Use in Commerce:
Feb 26, 2021
Additional Information
Design Mark
The mark consists of stylized writing of an A over top a W resembling a diamond to the left of the word AMPLIUS which is stacked vertically over WEALTH ADVISORS.
Classification
International Classes
036
USPTO Documents
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