ALLEGACY FINANCIAL Trademark

Trademark Overview


On Wednesday, August 20, 2025, a trademark application was filed for ALLEGACY FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the ALLEGACY FINANCIAL trademark a serial number of 99347790. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Saturday, January 17, 2026. This trademark is owned by Allegacy Federal Credit Union. The ALLEGACY FINANCIAL trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Downloadable computer application software for mobile phones, namely, software for FINANCIAL SERVICES; Downloadable computer software platforms for FINANCIAL SERVICES

Design, programming, and maintenance of computer software platforms; Providing online non-downloadable computer software platforms for FINANCIAL SERVICES; Providing a website featuring on-line non-downloadable software that enables users to MANAGE FINANCES; Providing temporary use of on-line non-downloadable software and applications for FINANCIAL SERVICES

Financial planning; Financial planning and investment advisory services; Financial advisory services; Financial services, namely, wealth management services; Credit union services
allegacy financial

General Information


Serial Number99347790
Word MarkALLEGACY FINANCIAL
Filing DateWednesday, August 20, 2025
Status641 - NON-FINAL ACTION - MAILED
Status DateSaturday, January 17, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesDownloadable computer application software for mobile phones, namely, software for FINANCIAL SERVICES; Downloadable computer software platforms for FINANCIAL SERVICES
Goods and ServicesDesign, programming, and maintenance of computer software platforms; Providing online non-downloadable computer software platforms for FINANCIAL SERVICES; Providing a website featuring on-line non-downloadable software that enables users to MANAGE FINANCES; Providing temporary use of on-line non-downloadable software and applications for FINANCIAL SERVICES
Description of MarkThe mark consists of three geometric shapes combined to create a hollow triangle in the center, the outline of the three geometric shapes in combination being in the shape of a bird in flight, such shape being to the left of the literal element "ALLEGACY" above the literal element "FINANCIAL" wherein "ALLEGACY" is depicted in a font size larger than "FINANCIAL.".
Goods and ServicesFinancial planning; Financial planning and investment advisory services; Financial advisory services; Financial services, namely, wealth management services; Credit union services

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateWednesday, August 20, 2025
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, August 20, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, August 20, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameAllegacy Federal Credit Union
Party Type10 - Original Applicant
Legal Entity Type47 - NOT AVAILABLE
AddressWINSTON-SALEM, NC 27103

Trademark Events


Event DateEvent Description
Wednesday, August 20, 2025NEW APPLICATION ENTERED
Wednesday, August 20, 2025APPLICATION FILING RECEIPT MAILED
Friday, January 16, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, January 16, 2026NOTICE OF DESIGN SEARCH CODE E-MAILED
Saturday, January 17, 2026ASSIGNED TO EXAMINER
Saturday, January 17, 2026NON-FINAL ACTION WRITTEN
Saturday, January 17, 2026NON-FINAL ACTION E-MAILED
Saturday, January 17, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED