PURPOSEFUL ASSET PLACEMENT Trademark

Trademark Overview


On Friday, October 7, 2022, a trademark application was filed for PURPOSEFUL ASSET PLACEMENT with the United States Patent and Trademark Office. The USPTO has given the PURPOSEFUL ASSET PLACEMENT trademark a serial number of 97622733. The federal status of this trademark filing is REGISTERED as of Tuesday, December 26, 2023. This trademark is owned by Legacy Advisors Inc.. The PURPOSEFUL ASSET PLACEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; Financial services, namely, wealth management services
purposeful asset placement

General Information


Serial Number97622733
Word MarkPURPOSEFUL ASSET PLACEMENT
Filing DateFriday, October 7, 2022
Status700 - REGISTERED
Status DateTuesday, December 26, 2023
Registration Number7252533
Registration DateTuesday, December 26, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 10, 2023

Trademark Statements


Goods and ServicesFinancial advisory and consultancy services; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; Financial services, namely, wealth management services
Disclaimer with Predetermined Text"ASSET PLACEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 24, 2022
Primary Code036
First Use Anywhere DateFriday, September 30, 2022
First Use In Commerce DateFriday, September 30, 2022

Trademark Owner History


Party NameLegacy Advisors Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWest Palm Beach, FL 33406

Party NameLegacy Advisors Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWest Palm Beach, FL 33406

Party NameLegacy Advisors Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWest Palm Beach, FL 33406

Trademark Events


Event DateEvent Description
Tuesday, December 26, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, December 26, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, October 10, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 10, 2023PUBLISHED FOR OPPOSITION
Wednesday, September 20, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Saturday, September 2, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, August 18, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, August 17, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, August 17, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, July 26, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, July 26, 2023NON-FINAL ACTION E-MAILED
Wednesday, July 26, 2023NON-FINAL ACTION WRITTEN
Monday, July 24, 2023ASSIGNED TO EXAMINER
Monday, October 24, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, October 11, 2022NEW APPLICATION ENTERED