Serial Number
99238076
Owner
Lumora Wealth Management LLCFirst Use Date
Nov 3, 2024
Filing Date
Jun 17, 2025
LUMORA Trademark
Serial Number: 99238076 • Registration: 8115985
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Lumora Wealth Management LLC
154 Warwick Road
Melrose, MA 02176
United States
Trademark Details
Filing Date
June 17, 2025
Registration Date
January 27, 2026
First Use Anywhere
November 3, 2024
First Use in Commerce
February 12, 2025
Published for Opposition
December 9, 2025
Goods & Services
Financial planning and investment advisory services; On-line financial planning services; Financial planning consultation; Financial planning; Financial planning for retirement; Financial trust planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial retirement plan consulting services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing information in the field of employee financial benefit plans; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial advice, namely, budget planning; Providing information in the field of financial planning