FAMILY WEALTH AND LEGACY Trademark
Trademark Overview
On Thursday, May 29, 2025, a trademark application was filed for FAMILY WEALTH AND LEGACY with the United States Patent and Trademark Office. The USPTO has given the FAMILY WEALTH AND LEGACY trademark a serial number of 99207706. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, May 29, 2025. This trademark is owned by Family Wealth and Legacy LLC. The FAMILY WEALTH AND LEGACY trademark is filed in the Insurance & Financial Services category with the following description:
Family office services in the nature of financial wealth management services
General Information
| Serial Number | 99207706 |
| Word Mark | FAMILY WEALTH AND LEGACY |
| Filing Date | Thursday, May 29, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Thursday, May 29, 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 | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Family office services in the nature of financial wealth management services |
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, May 29, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, May 18, 2015 |
| First Use In Commerce Date | Monday, November 30, 2015 |
Trademark Owner History
| Party Name | Family Wealth and Legacy LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Pittsford, NY 14534 |
Trademark Events
| Event Date | Event Description |
| Thursday, May 29, 2025 | NEW APPLICATION ENTERED |
| Thursday, May 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, May 29, 2025 | APPLICATION FILING RECEIPT MAILED |
