PUREFI WEALTH Trademark

Serial Number: 98311339 • Registration: 7619623

PUREFI WEALTH is a trademark filed by PUREfi Wealth LLC on December 12, 2023. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

PUREfi Wealth LLC (3 trademarks)

10 Post Office Square
Boston, MA 02109

Entity Type: 16

Legal Representation

Attorney of Record

B. Anna McCoy

2,740 trademarks filed View all →

Trademark Details

Filing Date

December 12, 2023

Registration Date

December 24, 2024

First Use Anywhere

December 4, 2023

First Use in Commerce

December 4, 2023

Published for Opposition

October 22, 2024

Goods & Services

Wealth management services; Financial planning advice relating to investments and wealth management; Investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; Financial advisory and consultancy services; Financial advisory and consultancy services for individuals and families for financial wealth planning purposes; Estate planning consultation; Financial trust and estate administration services; Financial planning advice relating to investments and wealth management for retirement plans, endowments and foundations; Investment management of retirement plans, management of endowments funds and financial management of foundations, and providing financial advice regarding the foregoing services; Financial planning for retirement, business transition, education, estate planning, and charitable giving; Investment advisory services, namely, Registered Investment Advisor (RIA) services