PHYLAX LEGACY ADVISORS Trademark

Trademark Overview


On Thursday, October 9, 2025, a trademark application was filed for PHYLAX LEGACY ADVISORS with the United States Patent and Trademark Office. The USPTO has given the PHYLAX LEGACY ADVISORS trademark a serial number of 99435466. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Wednesday, March 4, 2026. This trademark is owned by Consulting Wealth Group Inc.. The PHYLAX LEGACY ADVISORS trademark is filed in the Insurance & Financial Services, Personal and Legal & Social Services categories with the following description:

Insurance consultation; Claims adjustment in the field of insurance; Assessing insurance claims; Insurance brokerage services; Providing insurance information; Insurance agencies; Financial advisory and consultancy services; Financial portfolio analysis services; Financial risk assessment services; Financial investment brokerage services; Financial research and information services; Financial planning and investment advisory services; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Trust services, namely, investment and trust company services; Investment advisory services; Investment services, namely, asset acquisition, consultation, development and management services; Investment of funds for others

Investigation services related to insurance claims
phylax legacy advisors

General Information


Serial Number99435466
Word MarkPHYLAX LEGACY ADVISORS
Filing DateThursday, October 9, 2025
Status680 - APPROVED FOR PUBLICATION
Status DateWednesday, March 4, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesInsurance consultation; Claims adjustment in the field of insurance; Assessing insurance claims; Insurance brokerage services; Providing insurance information; Insurance agencies; Financial advisory and consultancy services; Financial portfolio analysis services; Financial risk assessment services; Financial investment brokerage services; Financial research and information services; Financial planning and investment advisory services; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Trust services, namely, investment and trust company services; Investment advisory services; Investment services, namely, asset acquisition, consultation, development and management services; Investment of funds for others
Description of MarkThe mark consists of a stylized guardian design on a shield with the stylized wording "PHYLAX" under it. There is a line under the word "PHYLAX" with the stylized wording "LEGACY ADVISORS" under the line. The color white represents background and/or transparent area and is not claimed as a feature of the mark.
Goods and ServicesInvestigation services related to insurance claims
NOT AVAILABLE"LEGACY ADVISORS"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 9, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, October 9, 2025
Primary Code045
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameConsulting Wealth Group Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChicago, IL 60661
US

Trademark Events


Event DateEvent Description
Thursday, October 9, 2025NEW APPLICATION ENTERED
Thursday, October 9, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, February 25, 2026NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, February 25, 2026NOTICE OF DESIGN SEARCH CODE E-MAILED
Friday, February 27, 2026ASSIGNED TO EXAMINER
Friday, February 27, 2026NON-FINAL ACTION WRITTEN
Friday, February 27, 2026NON-FINAL ACTION E-MAILED
Friday, February 27, 2026NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, February 28, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, February 28, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Sunday, March 1, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, March 4, 2026APPROVED FOR PUB - PRINCIPAL REGISTER