TrademarkDir
AURUM WEALTH MANAGEMENT GROUP
LIVE

Serial Number

77026017

Owner

Marcum Wealth, LLC

Attorney

Heather M. Barnes

First Use Date

Jan 1, 2007

Filing Date

Oct 20, 2006

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AURUM WEALTH MANAGEMENT GROUP Trademark

Serial Number: 77026017 • Registration: 3602984

AURUM WEALTH MANAGEMENT GROUP is a trademark filed by Marcum Wealth, LLC on October 20, 2006. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Marcum Wealth, LLC (3 trademarks)

6685 Beta Dr.
Cleveland, OH 44143

Entity Type: 16

Wealth Enhancement Group, LLC (28 trademarks)

Suite 900
Plymouth, MN 55441

Entity Type: 16

Aurum Wealth Management Group, LLC (3 trademarks)

6685 Beta Drive
Mayfield Village, OH 44143

Entity Type: 16

Trademark Details

Filing Date

October 20, 2006

Registration Date

April 7, 2009

First Use Anywhere

January 1, 2007

First Use in Commerce

January 1, 2007

Published for Opposition

July 31, 2007

Goods & Services

Investment supervisory services, managing investment advisory accounts, investment advice through consultations, advice of financial matters not involving securities, pension consulting, investment policy statement preparation, selection of investment vehicles, monitoring of investment performance, portfolio management, financial planning, including; personal, tax and cash flow, death and disability, retirement, and investments; consulting services, namely, financial planning consultation

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 10, 2025 ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jul 17, 2025 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
May 2, 2018 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
May 2, 2018 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
May 2, 2018 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 2, 2018 APRE
TEAS SECTION 8 & 9 RECEIVED
Apr 23, 2018 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Apr 7, 2018 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Apr 7, 2015 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Apr 7, 2015 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 7, 2015 APRE
TEAS SECTION 8 & 15 RECEIVED
Mar 27, 2015 E815
REGISTERED-PRINCIPAL REGISTER
Apr 7, 2009 R.PR
LAW OFFICE REGISTRATION REVIEW COMPLETED
Mar 3, 2009 REGV
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Mar 2, 2009 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Feb 9, 2009 SUPC
USE AMENDMENT FILED
Feb 5, 2009 IUAF
PAPER RECEIVED
Feb 5, 2009 MAIL
SOU EXTENSION 2 GRANTED
Oct 23, 2008 EX2G
SOU EXTENSION 2 FILED
Oct 23, 2008 EXT2
SOU TEAS EXTENSION RECEIVED
Oct 23, 2008 EEXT
SOU EXTENSION 1 GRANTED
Sep 9, 2008 EX1G
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Sep 8, 2008 AITU
SOU EXTENSION RECEIVED WITH TEAS PETITION
Aug 20, 2008 TPEX
PETITION TO REVIVE-GRANTED
Aug 20, 2008 PETG
TEAS PETITION TO REVIVE RECEIVED
Aug 20, 2008 PROA
ABANDONMENT NOTICE MAILED - NO USE STATEMENT FILED
Jun 25, 2008 MAB6
ABANDONMENT - NO USE STATEMENT FILED
Jun 25, 2008 ABN6
SOU EXTENSION 1 FILED
Apr 23, 2008 EXT1
NOA MAILED - SOU REQUIRED FROM APPLICANT
Oct 23, 2007 NOAM
PUBLISHED FOR OPPOSITION
Jul 31, 2007 PUBO
NOTICE OF PUBLICATION
Jul 11, 2007 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
May 10, 2007 PREV
ASSIGNED TO LIE
May 10, 2007 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 23, 2007 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 27, 2007 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 26, 2007 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 26, 2007 TROA
NON-FINAL ACTION E-MAILED
Mar 12, 2007 GNRT
NON-FINAL ACTION WRITTEN
Mar 12, 2007 CNRT
ASSIGNED TO EXAMINER
Mar 5, 2007 DOCK
NEW APPLICATION ENTERED
Oct 25, 2006 NWAP

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