TRILITH WEALTH MANAGEMENT
LIVE

Serial Number

90245451

Owner

P Family Holding Company LLC

Attorney

Joel E. Tragesser

Filing Date

Oct 9, 2020

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TRILITH WEALTH MANAGEMENT Trademark

Serial Number: 90245451

TRILITH WEALTH MANAGEMENT is a trademark filed by P Family Holding Company LLC on October 9, 2020. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently pending registration.

Owner Contact Info

P Family Holding Company LLC (7 trademarks)

5637 Strand Blvd.
Naples, FL 34110

Entity Type: 16

Trademark Details

Filing Date

October 9, 2020

Registration Date

Not Registered

Published for Opposition

February 20, 2024

Goods & Services

Banking; Banking and financing services; Banking consultation; Brokerage of bonds; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services in the field of securities and commodities investing; Capital investment; Checking account services; Clearing and reconciling financial transactions via a global computer network; Commodity brokerage; Commodity investment advice; Commodity trading for others; Credit and financial consultation; Cryptocurrency trading services; Currency trading; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, in investing in exchange and market products of cryptocurrency and cannabis; Financial analysis; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation in the field of cryptocurrency; Financial consulting services, namely, expert analysis in finance; Financial customs brokerage services; Financial evaluation for insurance purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information provided by electronic means; Financial investment analysis and stock research; Financial investment brokerage services; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, budget planning,; Funds investment, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments,; wealth management services; financial management and securities brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial portfolio analysis services; Financial portfolio management; Financial research and equity research brokerage services; Financial retirement plan consulting services; Financial risk management; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, electronic remote check deposit services; Financial services, namely, gold trading; Financial services, namely, microfinance lending services; Financial services, namely, mortgage refinancing; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, wealth management services; Financial trust planning; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Insurance administration; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consulting in the field of casualty, property, and life insurance; Insurance information; Insurance information and consultancy; Insurance underwriting services for all types of insurance; Investment advice; Investment banking services; Investment brokerage; Investment consultation; Investment management; Investment of funds; Issuance of bank checks; Life insurance brokerage; Management of securities portfolios; Mortgage brokerage; Mutual fund brokerage; Mutual fund investment; Mutual funds and capital investment; Online banking; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing a web site featuring personal financial information and financial advice; Providing financial consultation services in the field of investing in cryptocurrency and cannabis; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of financial stock and equity markets; Providing information in the field of personal finance; Providing information on trading options and on profiting from the time delay of options; Providing investors with financial information; Providing on-line financial calculators; Provision of financial information relating to the finance industry involved in environmentally focused investments; Quotation of stock market prices; Savings account services; Securities brokerage services; Securities deposit services; Securities exchange price quotations; Securities trading services for others via the Internet and the global information network; Services of a stockbroker; Stock broking services; Trading in securities; Trust management accounts; Underwriting, issuance and administration of annuities; all of the foregoing not including direct investments in movies and real estate services, namely managing, leasing, brokerage, and investing of commercial or real property

Accounting consultation; Accounting for third parties; Analyzing and compiling business data; Analyzing and compiling business data in the fields of accounting, banking, financial, insurance, legal, and travel; Analyzing and compiling data for measuring the performance of financial markets; Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Consulting and information concerning accounting; Financial auditing; Financial records management; Financial statement preparation and analysis for businesses; Income tax consultation; Income tax preparation; Maintaining and recording the ownership of shares, stocks and securities; Management of tax files; Office functions in the nature of maintaining records of ownership of stocks, shares and securities; Office functions in the nature of maintaining records of settlements for transfers of stocks, shares and securities; Preparation of financial statements; Preparation of reports relating to finance and investments; Prognosis on economical affairs; Providing a website featuring public policy information in the field of tax reform and tax policy; Providing and updating a financial index; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing financial indices based on selected groups of securities; Providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond market; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Providing information, news and commentary in the field of business; Providing statistical information and indexes of mortgages, interests, and prices for others; Recording and registering the transfer of stocks, shares and securities; Tax advisory services; Tax assessment; Tax preparation; all of the foregoing not including general business management or administration and real estate services, namely managing, leasing, brokerage, and investing of commercial or real property

Filing History

ASSIGNED TO EXAMINER
May 5, 2026 DOCK
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jan 11, 2026 EXRA
SOU EXTENSION 3 GRANTED
Jan 11, 2026 EX3G
SOU EXTENSION 3 FILED
Jan 11, 2026 EXT3
SOU TEAS EXTENSION RECEIVED
Jan 11, 2026 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Jul 3, 2025 EXRA
SOU EXTENSION 2 GRANTED
Jul 3, 2025 EX2G
SOU EXTENSION 2 FILED
Jul 3, 2025 EXT2
SOU TEAS EXTENSION RECEIVED
Jul 3, 2025 EEXT
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Mar 4, 2025 EXRA
SOU EXTENSION 1 GRANTED
Jan 30, 2025 EX1G
SOU EXTENSION 1 FILED
Jan 30, 2025 EXT1
SOU TEAS EXTENSION RECEIVED
Jan 30, 2025 EEXT
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Aug 6, 2024 NOAM
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Jul 1, 2024 ETOP
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Jun 30, 2024 ETOP
EXTENSION OF TIME TO OPPOSE RECEIVED
Mar 15, 2024 ETOF
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 4, 2024 NPUB
PUBLISHED FOR OPPOSITION
Feb 20, 2024 PUBO
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 31, 2024 NPUB
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 31, 2024 NONP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 16, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 16, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 16, 2024 REAP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 16, 2024 CNSA
EXAMINER'S AMENDMENT ENTERED
Jan 16, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jan 16, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
Jan 16, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jan 16, 2024 CNEA
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Jul 8, 2023 RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Dec 15, 2022 RCSC
REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
May 11, 2022 RCSC
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Aug 15, 2021 GNS3
LETTER OF SUSPENSION E-MAILED
Aug 15, 2021 GNSL
SUSPENSION LETTER WRITTEN
Aug 15, 2021 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 2, 2021 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 1, 2021 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 1, 2021 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 9, 2021 GNRN
NON-FINAL ACTION E-MAILED
Mar 9, 2021 GNRT
NON-FINAL ACTION WRITTEN
Mar 9, 2021 CNRT
ASSIGNED TO EXAMINER
Mar 9, 2021 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 24, 2020 NWOS
NEW APPLICATION ENTERED
Oct 13, 2020 NWAP