VALLUM WEALTH MANAGEMENT
LIVE

Serial Number

99476669

Owner

REF Financial LLC

Attorney

David M. Perry

Filing Date

Nov 3, 2025

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VALLUM WEALTH MANAGEMENT Trademark

Serial Number: 99476669 • Registration: 8282620

VALLUM WEALTH MANAGEMENT is a trademark filed by REF Financial LLC on November 3, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

REF Financial LLC (2 trademarks)

525 Route 73 North
Marlton, NJ 08053

Entity Type: 16

Trademark Details

Filing Date

November 3, 2025

Registration Date

June 2, 2026

Published for Opposition

April 14, 2026

Goods & Services

Financial wealth management services; Financial planning; Investment consultation

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jun 2, 2026 NRCC
REGISTERED-PRINCIPAL REGISTER
Jun 2, 2026 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 14, 2026 NPUB
PUBLISHED FOR OPPOSITION
Apr 14, 2026 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 8, 2026 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 20, 2026 CNSA
ASSIGNED TO EXAMINER
Mar 17, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 11, 2026 NWOS
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 19, 2025 TCCA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Nov 19, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Nov 19, 2025 COAR
APPLICATION FILING RECEIPT MAILED
Nov 3, 2025 MAFR
NEW APPLICATION ENTERED
Nov 3, 2025 NWAP