LWM LEGACY WEALTH MANAGEMENT Trademark
Trademark Overview
On Monday, April 8, 2024, a trademark application was filed for LWM LEGACY WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the LWM LEGACY WEALTH MANAGEMENT trademark a serial number of 98489043. The federal status of this trademark filing is REGISTERED as of Tuesday, January 14, 2025. This trademark is owned by Legacy Wealth Management, Inc.. The LWM LEGACY WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services
General Information
| Serial Number | 98489043 |
| Word Mark | LWM LEGACY WEALTH MANAGEMENT |
| Filing Date | Monday, April 8, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 14, 2025 |
| Registration Number | 7652087 |
| Registration Date | Tuesday, January 14, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 26, 2024 |
Trademark Statements
| Description of Mark | The mark consists of the letters "LWM" in white on three dark blue vertical rectangles, the words "LEGACY WEALTH" in dark blue and "MANAGEMENT" in gray in between gray horizontal lines where all the words are in stylized font. |
| Pseudo Mark | LEGACY WEALTH MANAGEMENT LEGACY WEALTH MANAGEMENT |
| Goods and Services | Financial services, namely, wealth management services |
| Indication of Colors claimed | The color(s) white, dark blue and gray is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "WEALTH" and "MANAGEMENT" |
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 | Monday, April 8, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, February 1, 2021 |
| First Use In Commerce Date | Monday, February 1, 2021 |
Trademark Owner History
| Party Name | Legacy Wealth Management, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Plantation, FL 33324 |
| Party Name | Legacy Wealth Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Plantation, FL 33324 |
| Party Name | Legacy Wealth Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Plantation, FL 33324 |
Trademark Events
| Event Date | Event Description |
| Monday, April 8, 2024 | NEW APPLICATION ENTERED |
| Tuesday, September 17, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, September 17, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, November 1, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, November 1, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Friday, November 1, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, November 1, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, November 1, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, November 20, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, November 26, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 26, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 14, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 14, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, October 22, 2024 | ASSIGNED TO EXAMINER |
