| Serial Number | 88467750 |
| Word Mark | WHOLE FAMILY ADVISOR |
| Filing Date | Tuesday, June 11, 2019 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Wednesday, October 8, 2025 |
| Registration Number | 6067056 |
| Registration Date | Tuesday, June 2, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 17, 2020 |
| Goods and Services | Educational services, namely, providing training of professionals who serve families with wealth for certification in the field of multi-generational family wealth planning, values transfer and wealth transfer; conducting classes and seminars on topics of wealth and values transfer, family governance, family dynamics, estate planning and family philanthropy to financially successful families, family businesses, wealth advisors, family offices, law firms, and financial institutions, provided live, online and by means of video and telephone |
| NOT AVAILABLE | "FAMILY ADVISOR" |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, June 24, 2019 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, March 1, 2016 |
| First Use In Commerce Date | Tuesday, March 1, 2016 |
| Party Name | Legacy Capitals, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New Hope, PA 18938 |
| Party Name | Legacy Capitals, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New Hope, PA 18938 |
| Party Name | Legacy Capitals, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New Hope, PA 18938 |
| Event Date | Event Description |
| Friday, June 14, 2019 | NEW APPLICATION ENTERED |
| Sunday, September 22, 2019 | PRIORITY ACTION WRITTEN |
| Monday, February 10, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, June 24, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 3, 2019 | ASSIGNED TO EXAMINER |
| Sunday, September 22, 2019 | PRIORITY ACTION E-MAILED |
| Sunday, September 22, 2019 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Monday, February 10, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, February 10, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Monday, February 10, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Monday, February 10, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, February 13, 2020 | ASSIGNED TO LIE |
| Wednesday, February 26, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 17, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 3, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, October 6, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, October 8, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, October 8, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, March 17, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 2, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, June 2, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |