Who owns the H HERITAGE FINANCIAL & FIDUCIARY SERVICES trademark?

The H HERITAGE FINANCIAL & FIDUCIARY SERVICES trademark is owned by Heritage Financial & Fiduciary Services, LLC.

What class is the H HERITAGE FINANCIAL & FIDUCIARY SERVICES trademark registered in?

The H HERITAGE FINANCIAL & FIDUCIARY SERVICES trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for H HERITAGE FINANCIAL & FIDUCIARY SERVICES?

The USPTO serial number for H HERITAGE FINANCIAL & FIDUCIARY SERVICES is 99121907.

What is the registration number for H HERITAGE FINANCIAL & FIDUCIARY SERVICES?

H HERITAGE FINANCIAL & FIDUCIARY SERVICES is registered under USPTO registration number 8084522.

HHE

USPTO Trademark Record

REGISTERED

H HERITAGE FINANCIAL & FIDUCIARY SERVICES

SN 99121907·Reg 8084522·Filed Apr 04, 2025

Owner Heritage Financial & Fiduciary Services, LLC

Financial, monetary and banking services; insurance services; real estate services.

H HERITAGE FINANCIAL & FIDUCIARY SERVICES (Serial No. 99121907), Registration No. 8084522, is a registered US trademark filed on Apr 04, 2025 by Heritage Financial & Fiduciary Services, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: December 30, 2031

Mark Intelligence

H HERITAGE FINANCIAL & FIDUCIARY SERVICES (Reg. #8084522) is a registered US trademark that has been protecting its owner, Heritage Financial & Fiduciary Services, LLC, since 2025. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Apr 04, 2025

SERIAL

99121907

REG#

8084522

REGISTERED

Dec 30, 2025

Owner

Applicant

Heritage Financial & Fiduciary Services, LLC

Entity

LLC

State

Address

4446-1A Hendricks Avenue, Suite 312, Jacksonville, FL, 32207

Country

Attorney

NameChristene M. Ertl

Address

Suite 109, 700 Market Street; Suite 109, St. Augustine, FL 32095, United States

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Filing Information

StatusREGISTERED

Filing DateApr 04, 2025

Serial Number99121907

Registration No.8084522

Registration DateDec 30, 2025

Status DateDec 30, 2025

Published for OppositionNov 11, 2025

Mark TypeDesign with words

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Oct 06, 2016

First use in commerce: Oct 06, 2016

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

17 events

REGISTERED-PRINCIPAL REGISTER

Dec 30, 2025

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Dec 30, 2025

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Nov 11, 2025

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Nov 11, 2025

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Nov 05, 2025

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Oct 09, 2025

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Oct 08, 2025

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Oct 08, 2025

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Oct 08, 2025

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Sep 03, 2025

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Sep 03, 2025

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Sep 03, 2025

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Sep 02, 2025

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Aug 18, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NOTICE OF DESIGN SEARCH CODE E-MAILED

Aug 18, 2025

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION ENTERED

Apr 04, 2025

NEW APPLICATION ENTERED

APPLICATION FILING RECEIPT MAILED

Apr 04, 2025

APPLICATION FILING RECEIPT MAILED

H HERITAGE FINANCIAL & FIDUCIARY SERVICES

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