ALLEGACY WEALTH Trademark
Trademark Overview
On Thursday, October 24, 2024, a trademark application was filed for ALLEGACY WEALTH with the United States Patent and Trademark Office. The USPTO has given the ALLEGACY WEALTH trademark a serial number of 98818693. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, September 30, 2025. This trademark is owned by Allegacy Federal Credit Union. The ALLEGACY WEALTH trademark is filed in the Insurance & Financial Services category with the following description:
Credit union services; Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services
General Information
| Serial Number | 98818693 |
| Word Mark | ALLEGACY WEALTH |
| Filing Date | Thursday, October 24, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, September 30, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 3, 2025 |
Trademark Statements
| Pseudo Mark | ALL LEGACY WEALTH |
| Goods and Services | Credit union services; Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services |
| NOT AVAILABLE | "WEALTH" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, October 24, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Allegacy Federal Credit Union |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Winston-Salem, NC 27103 |
| Party Name | Allegacy Federal Credit Union |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Winston-Salem, NC 27103 |
Trademark Events
| Event Date | Event Description |
| Thursday, October 24, 2024 | NEW APPLICATION ENTERED |
| Thursday, April 24, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 30, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, April 30, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, April 30, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, April 30, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, April 25, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, April 30, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, May 28, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 3, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 3, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 30, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
