THE FIDUCIARY ADVISOR NETWORK | THE FAN Trademark
Trademark Overview
On Tuesday, September 26, 2023, a trademark application was filed for THE FIDUCIARY ADVISOR NETWORK | THE FAN with the United States Patent and Trademark Office. The USPTO has given the THE FIDUCIARY ADVISOR NETWORK | THE FAN trademark a serial number of 98198351. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Monday, July 21, 2025. This trademark is owned by Legacy First Financial Group LLC. The THE FIDUCIARY ADVISOR NETWORK | THE FAN trademark is filed in the Advertising, Business and Retail Services category with the following description:
Providing an on-line searchable database featuring referrals to the certified financial fiduciaries who are specialized in providing
retirement income strategies, estate planning, tax-efficient investment advice, risk management solutions, and long-term financial
wellness strategies tailored to individual client needs; Providing on-line employment information in the field of resumes of certified
financial fiduciaries who are specialized in delivering retirement income planning, investment portfolio management, wealth
preservation strategies, tax planning, and fiduciary-based financial consulting for clients seeking trustworthy, long-term financial
guidance
General Information
| Serial Number | 98198351 |
| Word Mark | THE FIDUCIARY ADVISOR NETWORK | THE FAN |
| Filing Date | Tuesday, September 26, 2023 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Monday, July 21, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Providing an on-line searchable database featuring referrals to the certified financial fiduciaries who are specialized in providing
retirement income strategies, estate planning, tax-efficient investment advice, risk management solutions, and long-term financial
wellness strategies tailored to individual client needs; Providing on-line employment information in the field of resumes of certified
financial fiduciaries who are specialized in delivering retirement income planning, investment portfolio management, wealth
preservation strategies, tax planning, and fiduciary-based financial consulting for clients seeking trustworthy, long-term financial
guidance |
| NOT AVAILABLE | "THE FIDUCIARY ADVISOR NETWORK" |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, October 11, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Legacy First Financial Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28269 |
Trademark Events
| Event Date | Event Description |
| Wednesday, May 22, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, September 29, 2023 | NEW APPLICATION ENTERED |
| Wednesday, October 11, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, May 18, 2024 | ASSIGNED TO EXAMINER |
| Wednesday, May 22, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, June 25, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 25, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, June 25, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, August 6, 2024 | FINAL REFUSAL WRITTEN |
| Tuesday, August 6, 2024 | FINAL REFUSAL E-MAILED |
| Wednesday, November 20, 2024 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Wednesday, November 20, 2024 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Wednesday, May 22, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 6, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, December 11, 2024 | TEAS PETITION TO REVIVE RECEIVED |
| Monday, January 27, 2025 | ASSIGNED TO PETITION STAFF |
| Friday, January 31, 2025 | PETITION GRANTED - RESPONSE RECEIVED |
| Friday, January 31, 2025 | NOTICE OF REVIVAL - E-MAILED |
| Wednesday, June 25, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, June 25, 2025 | ASSIGNED TO LIE |
| Wednesday, June 25, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 21, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
