| Serial Number | 99121907 |
| Word Mark | H HERITAGE FINANCIAL & FIDUCIARY SERVICES |
| Filing Date | Friday, April 4, 2025 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, November 11, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 11, 2025 |
| Pseudo Mark | H HERITAGE FINANCIAL AND FIDUCIARY SERVICES |
| Description of Mark | The mark consists of a royal blue and white capital "H" with a skeleton key as the horizontal element of the letter "H" with the word "HERITAGE" in all capital letters below the "H" with a solid think black line below and above the phrase "FINANCIAL & FIDUCIARY SERVICES" found below the word "HERITAGE". |
| NOT AVAILABLE | "FINANCIAL & FIDUCIARY SERVICES" |
| Indication of Colors claimed | The color(s) Royal blue, white and black is/are claimed as a feature of the mark. |
| Goods and Services | Fiduciary services, namely, trustee or personal representative handling trust or estate settlement and administration; agent for fiduciaries being fiduciary representatives; bill payment services |
| 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 | Friday, April 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 6, 2016 |
| First Use In Commerce Date | Thursday, October 6, 2016 |
| Party Name | Heritage Financial & Fiduciary Services, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Jacksonville, FL 32207 |
| Party Name | Heritage Financial & Fiduciary Services, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Jacksonville, FL 32207 |
| Event Date | Event Description |
| Friday, April 4, 2025 | NEW APPLICATION ENTERED |
| Friday, April 4, 2025 | APPLICATION FILING RECEIPT MAILED |
| Monday, August 18, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, August 18, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, September 2, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, September 3, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, September 3, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, September 3, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, October 8, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, October 8, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 8, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, October 9, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, November 5, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 11, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 11, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |