Serial Number
99162994
Owner
Amplius Wealth Advisors, LLCAttorney
B. Anna McCoyFirst Use Date
Jul 16, 2025
Filing Date
Apr 30, 2025
AW Trademark
Serial Number: 99162994 • Registration: 8372036
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
B. Anna McCoy McCoy Russell LLP
1410 NW Johnson St
Portland, OR 97209
United States
Trademark Details
Filing Date
April 30, 2025
Registration Date
July 28, 2026
First Use Anywhere
July 16, 2025
First Use in Commerce
July 16, 2025
Published for Opposition
October 21, 2025
Goods & Services
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; Financial advisory and consultancy services, namely, exchange traded fund (ETF) investment management services
