LUMORA
LIVE

Serial Number

99238076

Owner

Lumora Wealth Management LLC

First Use Date

Nov 3, 2024

Filing Date

Jun 17, 2025

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LUMORA Trademark

Serial Number: 99238076 • Registration: 8115985

LUMORA is a trademark filed by Lumora Wealth Management LLC on June 17, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Lumora Wealth Management LLC

154 Warwick Road
Melrose, MA 02176

Entity Type: 16

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

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jan 27, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Jan 27, 2026 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 9, 2025 NPUB
PUBLISHED FOR OPPOSITION
Dec 9, 2025 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 3, 2025 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 12, 2025 CNSA
ASSIGNED TO EXAMINER
Nov 5, 2025 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 23, 2025 NWOS
APPLICATION FILING RECEIPT MAILED
Jun 17, 2025 MAFR
NEW APPLICATION ENTERED
Jun 17, 2025 NWAP