LEGACY TRUST FINANCIAL Trademark
Trademark Overview
On Tuesday, October 7, 2025, a trademark application was filed for LEGACY TRUST FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the LEGACY TRUST FINANCIAL trademark a serial number of 99431811. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Tuesday, January 27, 2026. This trademark is owned by Legacy Insurance Agency LLC. The LEGACY TRUST FINANCIAL trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Business management of insurance agencies and brokers on an outsourcing basis; Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests
Financial planning; Financial planning for retirement; Insurance agency and brokerage; Life insurance underwriting
General Information
| Serial Number | 99431811 |
| Word Mark | LEGACY TRUST FINANCIAL |
| Filing Date | Tuesday, October 7, 2025 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Tuesday, January 27, 2026 |
| 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 | Business management of insurance agencies and brokers on an outsourcing basis; Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests |
| Goods and Services | Financial planning; Financial planning for retirement; Insurance agency and brokerage; Life insurance underwriting |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, October 7, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, June 20, 2025 |
| First Use In Commerce Date | Wednesday, August 20, 2025 |
| 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 | Tuesday, October 7, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, June 20, 2025 |
| First Use In Commerce Date | Wednesday, August 20, 2025 |
Trademark Owner History
| Party Name | Legacy Insurance Agency LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Olrando, FL 32809 |
Trademark Events
| Event Date | Event Description |
| Tuesday, October 7, 2025 | NEW APPLICATION ENTERED |
| Tuesday, October 7, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, October 7, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, January 27, 2026 | ASSIGNED TO EXAMINER |
