| Serial Number | 99097061 |
| Word Mark | MY LEGACY ADMINISTRATOR |
| Filing Date | Friday, March 21, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 2, 2025 |
| Registration Number | 8047476 |
| Registration Date | Tuesday, December 2, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 14, 2025 |
| NOT AVAILABLE | "LEGACY ADMINISTRATOR" |
| Goods and Services | Financial management; Financial asset management; Financial information processing; Providing information in the field of wealth management; Financial management in the field of managing day-today financial tasks for elderly clients; Financial management in the field of concierge financial services for elderly clients; Bill payment services; Providing financial consultation services to elderly clients; Financial advice relating to tax; Rent payment services; Administration of savings accounts; Financial administration of client financial matters, namely, spending management in the nature of budget planning financial advise and financial advisory services |
| Description of Mark | The mark consists of a stylized tree sitting above "MY LEGACY ADMINISTRATOR", written in all caps. |
| 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, March 21, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, March 21, 2025 |
| First Use In Commerce Date | Friday, March 21, 2025 |
| Party Name | Berman Ventures, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Mason, OH 45040 |
| Party Name | Berman Ventures, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Mason, OH 45040 |
| Party Name | Berman Ventures, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Mason, OH 45040 |
| Event Date | Event Description |
| Friday, March 21, 2025 | NEW APPLICATION ENTERED |
| Friday, March 21, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, August 7, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 7, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, August 20, 2025 | ASSIGNED TO EXAMINER |
| Monday, August 25, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, August 25, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, August 25, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, September 2, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 2, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, September 2, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, September 14, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 8, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 14, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 14, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 2, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 2, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |