MY LEGACY ADMINISTRATOR Trademark
Trademark Overview
On Friday, March 21, 2025, a trademark application was filed for MY LEGACY ADMINISTRATOR with the United States Patent and Trademark Office. The USPTO has given the MY LEGACY ADMINISTRATOR trademark a serial number of 99097061. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Sunday, September 14, 2025. This trademark is owned by Berman Ventures, LLC. The MY LEGACY ADMINISTRATOR trademark is filed in the Insurance & Financial Services category with the following description:
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
General Information
| Serial Number | 99097061 |
| Word Mark | MY LEGACY ADMINISTRATOR |
| Filing Date | Friday, March 21, 2025 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Sunday, September 14, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Description of Mark | The mark consists of a stylized tree sitting above "MY LEGACY ADMINISTRATOR," written in all caps. |
| 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 |
| NOT AVAILABLE | "LEGACY ADMINISTRATOR" |
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, March 21, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, March 21, 2025 |
| First Use In Commerce Date | Friday, March 21, 2025 |
Trademark Owner History
| Party Name | Berman Ventures, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Mason, OH 45040 |
Trademark Events
| Event Date | Event Description |
| Friday, March 21, 2025 | NEW APPLICATION ENTERED |
| Thursday, August 7, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, August 25, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, March 21, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, August 7, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, August 20, 2025 | ASSIGNED TO EXAMINER |
| Monday, August 25, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, August 25, 2025 | NON-FINAL ACTION E-MAILED |
| Sunday, September 14, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, September 2, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, September 2, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, September 2, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
