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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, March 21, 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-to-day 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 transaction review, spending management, bill payments, profit & loss management, tax document preparation, and financial advisory services
General Information
| Serial Number | 99097061 |
| Word Mark | MY LEGACY ADMINISTRATOR |
| Filing Date | Friday, March 21, 2025 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, March 21, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 0 - NOT AVAILABLE |
| 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-to-day 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 transaction review, spending management, bill payments, profit & loss management, tax document preparation, and financial advisory services |
| NOT AVAILABLE | No claim is made to the exclusive right to use "Legacy Administrator", apart from the mark as shown. |
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 |
| Friday, March 21, 2025 | APPLICATION FILING RECEIPT MAILED |
