ADVISOR LEGACY Trademark

Trademark Overview

On Thursday, March 21, 2024, a trademark application was filed for ADVISOR LEGACY with the United States Patent and Trademark Office. The USPTO has given the ADVISOR LEGACY trademark a serial number of 98460766. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, October 9, 2024. This trademark is owned by Key Management Group, Inc.. The ADVISOR LEGACY trademark is filed in the Insurance & Financial Services category with the following description:

Comprehensive consultancy services for financial advisors, registered investment advisors, and broker dealers in the nature of coaching, practice management, and merger and acquisition services
advisor legacy

General Information

Serial Number98460766
Word MarkADVISOR LEGACY
Filing DateThursday, March 21, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateWednesday, October 9, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesComprehensive consultancy services for financial advisors, registered investment advisors, and broker dealers in the nature of coaching, practice management, and merger and acquisition services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 21, 2024
Primary Code036
First Use Anywhere DateMonday, July 28, 2014
First Use In Commerce DateTuesday, September 30, 2014

Trademark Owner History

Party NameKey Management Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressTroy, MI 48098

Trademark Events

Event DateEvent Description
Thursday, March 21, 2024NEW APPLICATION ENTERED
Tuesday, April 2, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, October 9, 2024NON-FINAL ACTION WRITTEN
Wednesday, October 9, 2024NON-FINAL ACTION E-MAILED
Wednesday, October 9, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, September 29, 2024ASSIGNED TO EXAMINER

Related Keywords

legacy advisor advisors services coaching practice management merger acquisition nature broker financial