LEGACY PRIVATE CLIENT SERVICES Trademark
Trademark Overview
On Friday, January 24, 2025, a trademark application was filed for LEGACY PRIVATE CLIENT SERVICES with the United States Patent and Trademark Office. The USPTO has given the LEGACY PRIVATE CLIENT SERVICES trademark a serial number of 99017461. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Thursday, July 17, 2025. This trademark is owned by ROSEN GROUP PRIVATE WEALTH MANAGEMENT, LLC. The LEGACY PRIVATE CLIENT SERVICES trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory services; Estate planning; Financial planning and investment advisory services; Financial portfolio management; Financial services, namely, wealth management services
General Information
| Serial Number | 99017461 |
| Word Mark | LEGACY PRIVATE CLIENT SERVICES |
| Filing Date | Friday, January 24, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Thursday, July 17, 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 | Financial advisory services; Estate planning; Financial planning and investment advisory services; Financial portfolio management; Financial services, namely, wealth management services |
| NOT AVAILABLE | "PRIVATE CLIENT 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 | Friday, January 24, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | ROSEN GROUP PRIVATE WEALTH MANAGEMENT, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | MIAMI BEACH, FL 33140 |
Trademark Events
| Event Date | Event Description |
| Friday, January 24, 2025 | NEW APPLICATION ENTERED |
| Friday, January 24, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, January 24, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 10, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, July 7, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, July 16, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, July 16, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 10, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, July 10, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 16, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, July 17, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
