LEGACY OPTIMIZER Trademark

Trademark Overview


On Wednesday, January 4, 2017, a trademark application was filed for LEGACY OPTIMIZER with the United States Patent and Trademark Office. The USPTO has given the LEGACY OPTIMIZER trademark a serial number of 87289233. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, June 27, 2024. This trademark is owned by Sammons Financial Group, Inc.. The LEGACY OPTIMIZER trademark is filed in the Insurance & Financial Services category with the following description:

Insurance services, namely, underwriting, issuing and administration of life insurance
legacy optimizer

General Information


Serial Number87289233
Word MarkLEGACY OPTIMIZER
Filing DateWednesday, January 4, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateThursday, June 27, 2024
Registration Number5361250
Registration DateTuesday, December 19, 2017
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 16, 2017

Trademark Statements


Goods and ServicesInsurance services, namely, underwriting, issuing and administration of life insurance

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, January 12, 2017
Primary Code036
First Use Anywhere DateWednesday, June 28, 2017
First Use In Commerce DateWednesday, June 28, 2017

Trademark Owner History


Party NameSammons Financial Group, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWest Des Moines, IA 50266

Party NameSammons Financial Group, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWest Des Moines, IA 50266

Party NameSammons Financial Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWest Des Moines, IA 50266

Trademark Events


Event DateEvent Description
Tuesday, May 16, 2017PUBLISHED FOR OPPOSITION
Saturday, January 7, 2017NEW APPLICATION ENTERED
Thursday, January 12, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, January 17, 2017TEAS VOLUNTARY AMENDMENT RECEIVED
Thursday, February 2, 2017ASSIGNED TO LIE
Thursday, February 9, 2017PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Wednesday, March 29, 2017ASSIGNED TO EXAMINER
Wednesday, April 5, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, April 7, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, April 26, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 19, 2017REGISTERED-PRINCIPAL REGISTER
Thursday, April 1, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, May 16, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 11, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, October 10, 2017TEAS STATEMENT OF USE RECEIVED
Tuesday, October 10, 2017USE AMENDMENT FILED
Monday, October 16, 2017CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, October 24, 2017STATEMENT OF USE PROCESSING COMPLETE
Saturday, November 11, 2017ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, November 14, 2017NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, April 1, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, April 1, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, April 1, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, April 1, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, September 21, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 21, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, September 21, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 21, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, September 21, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, December 19, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, December 18, 2023TEAS SECTION 8 & 15 RECEIVED
Thursday, June 27, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, June 27, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, June 27, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED