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 APPROVED FOR PUBLICATION as of Thursday, July 17, 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 | 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
| Pseudo Mark | LEGACY MEDICAL ADVISORS |
| 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 | "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 | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | MIAMI BEACH, FL 33140 |
Trademark Events
| Event Date | Event Description |
| Monday, July 7, 2025 | ASSIGNED TO EXAMINER |
| Friday, January 24, 2025 | NEW APPLICATION ENTERED |
| Friday, January 24, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, March 7, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, March 7, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, March 7, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, June 27, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, July 10, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, July 10, 2025 | NON-FINAL ACTION E-MAILED |
| Thursday, July 17, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 16, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 10, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, July 16, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, July 16, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
