LEGACY BRIDGE PRIVATE FAMILY OFFICES Trademark

Trademark Overview


On Friday, December 2, 2016, a trademark application was filed for LEGACY BRIDGE PRIVATE FAMILY OFFICES with the United States Patent and Trademark Office. The USPTO has given the LEGACY BRIDGE PRIVATE FAMILY OFFICES trademark a serial number of 87255143. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, June 25, 2024. This trademark is owned by Legacy Bridge LLC. The LEGACY BRIDGE PRIVATE FAMILY OFFICES trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Fiduciary services, namely, fiduciary representative services; Financial services, namely, wealth management services; Financial trust planning and administration; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services for high net worth individuals and families

Financial records management; Tax and taxation planning, advice, information and consultancy services; business succession planning; Business acquisition and merger consultation; Developing and managing charitable giving programs on behalf of wealthy individuals or families; Administration, billing and reconciliation of accounts on behalf of others
legacy bridge private family offices

General Information


Serial Number87255143
Word MarkLEGACY BRIDGE PRIVATE FAMILY OFFICES
Filing DateFriday, December 2, 2016
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, June 25, 2024
Registration Number5367907
Registration DateTuesday, January 2, 2018
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 17, 2017

Trademark Statements


Description of MarkThe mark consists of the words "LEGACY BRIDGE" over a crescent, and the words "PRIVATE FAMILY OFFICES" under the crescent.
Goods and ServicesFiduciary services, namely, fiduciary representative services; Financial services, namely, wealth management services; Financial trust planning and administration; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services for high net worth individuals and families
Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesFinancial records management; Tax and taxation planning, advice, information and consultancy services; business succession planning; Business acquisition and merger consultation; Developing and managing charitable giving programs on behalf of wealthy individuals or families; Administration, billing and reconciliation of accounts on behalf of others
NOT AVAILABLE"PRIVATE FAMILY OFFICES"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, December 7, 2016
Primary Code035
First Use Anywhere DateWednesday, July 20, 2016
First Use In Commerce DateWednesday, July 20, 2016

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, December 7, 2016
Primary Code036
First Use Anywhere DateWednesday, July 20, 2016
First Use In Commerce DateWednesday, July 20, 2016

Trademark Owner History


Party NameLegacy Bridge LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressDes Moines, IA 50266

Party NameLegacy Bridge LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressDes Moines, IA 50266

Party NameLegacy Bridge LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDes Moines, IA 50266

Trademark Events


Event DateEvent Description
Tuesday, December 6, 2016NEW APPLICATION ENTERED
Wednesday, December 7, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, December 8, 2016NOTICE OF DESIGN SEARCH CODE E-MAILED
Tuesday, March 7, 2017ASSIGNED TO EXAMINER
Tuesday, March 7, 2017EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Tuesday, March 7, 2017COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Tuesday, March 7, 2017EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Tuesday, March 7, 2017NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Wednesday, March 8, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, July 24, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 16, 2017ASSIGNED TO LIE
Monday, August 21, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, August 21, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, September 11, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 14, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, September 27, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 17, 2017PUBLISHED FOR OPPOSITION
Tuesday, October 17, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 2, 2018REGISTERED-PRINCIPAL REGISTER
Monday, January 2, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, December 14, 2023TEAS SECTION 8 & 15 RECEIVED
Tuesday, June 25, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, June 25, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, June 25, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, August 29, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, August 29, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, August 29, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED