LWA LEGACY WEALTH ADVISORS, LLC MANAGING WEALTH BY DESIGN Trademark
Trademark Overview
On Wednesday, September 13, 2000, a trademark application was filed for LWA LEGACY WEALTH ADVISORS, LLC MANAGING WEALTH BY DESIGN with the United States Patent and Trademark Office. The USPTO has given the LWA LEGACY WEALTH ADVISORS, LLC MANAGING WEALTH BY DESIGN trademark a serial number of 78025722. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, December 21, 2012. This trademark is owned by Legacy Wealth Advisors. The LWA LEGACY WEALTH ADVISORS, LLC MANAGING WEALTH BY DESIGN trademark is filed in the Insurance & Financial Services category with the following description:
FINANCIAL PLANNING, NAMELY, WEALTH MANAGEMENT ADVICE
General Information
| Serial Number | 78025722 |
| Word Mark | LWA LEGACY WEALTH ADVISORS, LLC MANAGING WEALTH BY DESIGN |
| Filing Date | Wednesday, September 13, 2000 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, December 21, 2012 |
| Registration Number | 2570167 |
| Registration Date | Tuesday, May 14, 2002 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 19, 2002 |
Trademark Statements
| Disclaimer with Predetermined Text | "WEALTH ADVISORS, LLC." |
| Goods and Services | FINANCIAL PLANNING, NAMELY, WEALTH MANAGEMENT ADVICE |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 21, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, August 15, 2000 |
| First Use In Commerce Date | Tuesday, August 15, 2000 |
Trademark Owner History
| Party Name | Legacy Wealth Advisors |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Jose, CA 95110 |
| Party Name | Legacy Wealth Advisors |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Walnut Creek, CA 94598 |
| Party Name | Legacy Wealth Advisors |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Walnut Creek, CA 94598 |
Trademark Events
| Event Date | Event Description |
| Friday, December 21, 2012 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Saturday, May 31, 2008 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Tuesday, May 27, 2008 | ASSIGNED TO PARALEGAL |
| Monday, May 12, 2008 | TEAS SECTION 8 RECEIVED |
| Thursday, August 23, 2007 | CASE FILE IN TICRS |
| Tuesday, May 14, 2002 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 19, 2002 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 30, 2002 | NOTICE OF PUBLICATION |
| Sunday, December 9, 2001 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 19, 2001 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, September 4, 2001 | FINAL REFUSAL MAILED |
| Wednesday, July 11, 2001 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 28, 2001 | NON-FINAL ACTION MAILED |
| Wednesday, February 28, 2001 | ASSIGNED TO EXAMINER |
