| Serial Number | 77450478 |
| Word Mark | TEXAS LEGACY WEALTH MANAGEMENT |
| Filing Date | Thursday, April 17, 2008 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, February 28, 2019 |
| Registration Number | 3579154 |
| Registration Date | Tuesday, February 24, 2009 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 9, 2008 |
| Indication of Colors claimed | The color(s) black, white, and tan is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "TEXAS LEGACY WEALTH MANAGEMENT" |
| Description of Mark | The mark consists of two tan concentric circles with black between the tan concentric circles. The words in white "TEXAS LEGACY WEALTH MANAGEMENT" appear directly above the bull and bear between the two circles. Three tan stars appear between the two circles and below the bull and bear. White background is behind bull and bear. Tan bear in center of two circles facing right and making walking motion. Black bull placed over portion of tan bear in center of two circles with body facing left, head pointed upward, one front leg lifted up, and tail raised up. |
| Goods and Services | Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities |
| 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 | Monday, April 21, 2008 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, March 7, 2007 |
| First Use In Commerce Date | Wednesday, May 23, 2007 |
| Party Name | TLWM, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SAN ANTONIO, TX 78216 |
| Party Name | TLWM, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SAN ANTONIO, TX 78216 |
| Party Name | Pellegrino & Associates Financial Services, LLC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78216 |
| Party Name | Pellegrino & Associates Financial Services, LLC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78216 |
| Party Name | Pellegrino & Associates Financial Services, LLC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Antonio, TX 78216 |
| Event Date | Event Description |
| Thursday, February 28, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Thursday, February 28, 2019 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Thursday, February 28, 2019 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, February 28, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, January 25, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, January 25, 2019 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, February 24, 2018 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, April 23, 2014 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, April 23, 2014 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Wednesday, April 23, 2014 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Thursday, April 3, 2014 | REGISTERED - SEC. 8 (6-YR) FILED |
| Monday, April 21, 2014 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Monday, April 14, 2014 | POST REGISTRATION ACTION MAILED - SEC. 8 |
| Monday, April 14, 2014 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, April 3, 2014 | TEAS SECTION 8 RECEIVED |
| Thursday, April 3, 2014 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 24, 2009 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, December 9, 2008 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 19, 2008 | NOTICE OF PUBLICATION |
| Monday, November 3, 2008 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, November 3, 2008 | ASSIGNED TO LIE |
| Monday, October 27, 2008 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, October 21, 2008 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, October 21, 2008 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, October 21, 2008 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, August 4, 2008 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, August 4, 2008 | NON-FINAL ACTION E-MAILED |
| Monday, August 4, 2008 | NON-FINAL ACTION WRITTEN |
| Thursday, July 31, 2008 | ASSIGNED TO EXAMINER |
| Tuesday, April 22, 2008 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Monday, April 21, 2008 | NEW APPLICATION ENTERED IN TRAM |