HERITAGE FINANCIAL AND FIDUCIARY SERVICES Trademark
Trademark Overview
On Friday, April 4, 2025, a trademark application was filed for HERITAGE FINANCIAL AND FIDUCIARY SERVICES with the United States Patent and Trademark Office. The USPTO has given the HERITAGE FINANCIAL AND FIDUCIARY SERVICES trademark a serial number of 99121907. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, April 4, 2025. This trademark is owned by Heritage Financial & Fiduciary Services, LLC. The HERITAGE FINANCIAL AND FIDUCIARY SERVICES trademark is filed in the Insurance & Financial Services category with the following description:
fiduciary services as trustee or personal representative handling trust or estate settlement and administration; agent for fiduciaries; bookkeeping and bill paying; and fiduciary accountings
General Information
| Serial Number | 99121907 |
| Word Mark | HERITAGE FINANCIAL AND FIDUCIARY SERVICES |
| Filing Date | Friday, April 4, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, April 4, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 0 - NOT AVAILABLE |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of a royal blue 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 thin black line below and above the phrase "Financial & Fiduciary Services" found below the word "heritage". |
| Goods and Services | fiduciary services as trustee or personal representative handling trust or estate settlement and administration; agent for fiduciaries; bookkeeping and bill paying; and fiduciary accountings |
| Indication of Colors claimed | The color(s) ROYAL BLUE AND BLACK is/are claimed as a feature of the mark. |
| NOT AVAILABLE | No claim is made to the exclusive right to use Financial and fiduciary services, apart from the mark as shown. |
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 | Friday, April 4, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 6, 2016 |
| First Use In Commerce Date | Thursday, October 6, 2016 |
Trademark Owner History
| Party Name | Heritage Financial & Fiduciary Services, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Jacksonville, FL 32207 |
Trademark Events
| Event Date | Event Description |
| Friday, April 4, 2025 | NEW APPLICATION ENTERED |
| Friday, April 4, 2025 | APPLICATION FILING RECEIPT MAILED |
