PUREfi Wealth LLC logo

PUREfi Wealth LLC

3 Marks
LLC
First Filed:Dec 12, 2023Latest Filed:Feb 1, 2024Address:Suite 710, Boston, MA 02109

Portfolio Overview

Registered
3(100%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
3(100%)

TTAB Proceedings

No litigation activity

Top Firms

McCoy Russell LLP(Feb 2024)
3

Trademark Portfolio

3 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
98387496
98387496
Service Mark
Design
REGISTERED
Owner:
Serial:98387496
Filed:Feb 1, 2024
Classes:36
Registration:7620238
Registered:Dec 24, 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
PUREFI WEALTH
PUREFI WEALTH
Service Mark
Combined
REGISTERED
Owner:
Serial:98387483
Filed:Feb 1, 2024
Classes:36
Registration:7620237
Registered:Dec 24, 2024
Goods & Services
Class 036: 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
PUREFI WEALTH
PUREFI WEALTH
Service Mark
Word
REGISTERED
Owner:
Serial:98311339
Filed:Dec 12, 2023
Classes:36
Registration:7619623
Registered:Dec 24, 2024
Goods & Services
Class 036: 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

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