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 NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, October 9, 2025. This trademark is owned by Consulting Wealth Group Inc.. The PHYLAX LEGACY ADVISORS trademark is filed in the Personal, Legal & Social Services and Insurance & Financial 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
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, October 9, 2025
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


Description of MarkThe mark consists of the word PHYLAX over the words LEGACY ADVISORS, with a horizontal line between the word PHYLAX and the words LEGACY ADVISORS, all under an image of a guardian on a shield.
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
Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesInvestigation services related to insurance claims
NOT AVAILABLE"LEGACY ADVISORS"

Classification Information


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

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

Trademark Owner History


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

Trademark Events


Event DateEvent Description
Thursday, October 9, 2025NEW APPLICATION ENTERED
Thursday, October 9, 2025APPLICATION FILING RECEIPT MAILED