LEGACYMED ADVISORS Trademark
Trademark Overview
On Friday, January 24, 2025, a trademark application was filed for LEGACYMED ADVISORS with the United States Patent and Trademark Office. The USPTO has given the LEGACYMED ADVISORS trademark a serial number of 99017470. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, October 21, 2025. This trademark is owned by ROSEN GROUP PRIVATE WEALTH MANAGEMENT, LLC. The LEGACYMED ADVISORS 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 | 99017470 |
| Word Mark | LEGACYMED ADVISORS |
| Filing Date | Friday, January 24, 2025 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, October 21, 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 | Tuesday, August 26, 2025 |
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 |
| Pseudo Mark | LEGACY MEDICAL ADVISORS |
| NOT AVAILABLE | "ADVISORS" |
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 | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | MIAMI BEACH, FL 33140 |
| 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, March 7, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, March 7, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, March 7, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, June 27, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, July 7, 2025 | ASSIGNED TO EXAMINER |
| Thursday, July 10, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, July 10, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, July 10, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, July 16, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, July 16, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, July 16, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 17, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 20, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 26, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 26, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 21, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
