Who owns the A W AMPLIUS WEALTH ADVISORS trademark?

The A W AMPLIUS WEALTH ADVISORS trademark is owned by Amplius Wealth Advisors, LLC.

What class is the A W AMPLIUS WEALTH ADVISORS trademark registered in?

The A W AMPLIUS WEALTH ADVISORS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for A W AMPLIUS WEALTH ADVISORS?

The USPTO serial number for A W AMPLIUS WEALTH ADVISORS is 99162989.

What is the registration number for A W AMPLIUS WEALTH ADVISORS?

A W AMPLIUS WEALTH ADVISORS is registered under USPTO registration number 8058987.

AWA

USPTO Trademark Record

REGISTERED

A W AMPLIUS WEALTH ADVISORS

SN 99162989·Reg 8058987·Filed Apr 30, 2025

Owner Amplius Wealth Advisors, LLC

Financial, monetary and banking services; insurance services; real estate services.

A W AMPLIUS WEALTH ADVISORS (Serial No. 99162989), Registration No. 8058987, is a registered US trademark filed on Apr 30, 2025 by Amplius Wealth Advisors, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: December 09, 2031

Mark Intelligence

A W AMPLIUS WEALTH ADVISORS (Reg. #8058987) is a registered US trademark that has been protecting its owner, Amplius Wealth Advisors, LLC, since 2025. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Apr 30, 2025

SERIAL

99162989

REG#

8058987

REGISTERED

Dec 09, 2025

Owner

Applicant

Amplius Wealth Advisors, LLC

Entity

LLC

State

Address

930 Harvest Drive, Suite 250, Blue Bell, PA, 19422

Country

Attorney

NameB. Anna McCoy

Law firm

B. Anna McCoy McCoy Russell LLP

Docket

DFP25418US36

Address

1410 NW Johnson St, 1410 NW Johnson St, Portland, OR 97209, United States

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Filing Information

StatusREGISTERED

Filing DateApr 30, 2025

Serial Number99162989

Registration No.8058987

Registration DateDec 09, 2025

Status DateDec 09, 2025

Published for OppositionOct 21, 2025

Mark TypeDesign with words

Attorney DocketDFP25418US36

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Feb 26, 2021

First use in commerce: Feb 26, 2021

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

15 events

REGISTERED-PRINCIPAL REGISTER

Dec 09, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Dec 09, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Oct 21, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 21, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Oct 15, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Sep 24, 2025

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Sep 24, 2025

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Sep 24, 2025

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Sep 24, 2025

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 24, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Sep 19, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Sep 10, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Sep 10, 2025

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Apr 30, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Apr 30, 2025

APPLICATION FILING RECEIPT MAILED

A W AMPLIUS WEALTH ADVISORS

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Other Marks by Amplius Wealth Advisors, LLC

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by B. Anna McCoy

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