Who owns the LEGACY PRIVATE WEALTH ADVISORS trademark?

The LEGACY PRIVATE WEALTH ADVISORS trademark is owned by Jason D Smith.

What class is the LEGACY PRIVATE WEALTH ADVISORS trademark registered in?

The LEGACY PRIVATE WEALTH ADVISORS trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for LEGACY PRIVATE WEALTH ADVISORS?

The USPTO serial number for LEGACY PRIVATE WEALTH ADVISORS is 99345633.

What is the registration number for LEGACY PRIVATE WEALTH ADVISORS?

LEGACY PRIVATE WEALTH ADVISORS is registered under USPTO registration number 8348944.

LEG

USPTO Trademark Record

REGISTERED

LEGACY PRIVATE WEALTH ADVISORS

SN 99345633·Reg 8348944·Filed Aug 19, 2025

Owner Jason D Smith

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

LEGACY PRIVATE WEALTH ADVISORS (Serial No. 99345633), Registration No. 8348944, is a registered US trademark filed on Aug 19, 2025 by Jason D Smith. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: July 14, 2032

Mark Intelligence

LEGACY PRIVATE WEALTH ADVISORS (Reg. #8348944) is a registered US trademark that has been protecting its owner, Jason D Smith, 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..

FILED

Aug 19, 2025

SERIAL

99345633

REG#

8348944

REGISTERED

Jul 14, 2026

Owner

Applicant

Jason D Smith

Entity

Individual

Address

1300 W Commerce Dr., STE 700, Peoria, IL, 61615

Country

Attorney

NameSahil Malhotra

Law firm

Sahil Malhotra Drishti Law

Address

111 N Wabash Avenue, Ste 100 #3262, Chicago, IL 60602, United States

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Filing Information

StatusREGISTERED

Filing DateAug 19, 2025

Serial Number99345633

Registration No.8348944

Registration DateJul 14, 2026

Status DateJul 14, 2026

Mark TypeStandard characters

Status DescriptionLive and registered

Filing Signals

FILED

2025

YEARS AGO

CLASSES

MADRID FILINGS

—

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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: Jan 01, 2024

First use in commerce: Jul 01, 2025

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

22 events

REGISTERED-SUPPLEMENTAL REGISTER

Jul 14, 2026

REGISTERED-SUPPLEMENTAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Jul 14, 2026

NOTICE OF REGISTRATION CONFIRMATION EMAILED

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Jun 17, 2026

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

TEAS RESPONSE TO OFFICE ACTION RECEIVED

May 28, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

May 28, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

May 28, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

NON-FINAL ACTION WRITTEN

Mar 02, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Mar 02, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Mar 02, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Feb 05, 2026

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Feb 05, 2026

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Feb 05, 2026

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jan 29, 2026

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jan 29, 2026

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jan 29, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

NON-FINAL ACTION WRITTEN

Jan 07, 2026

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jan 07, 2026

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jan 07, 2026

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jan 06, 2026

ASSIGNED TO EXAMINER

NEW APPLICATION ENTERED

Aug 19, 2025

NEW APPLICATION ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Aug 19, 2025

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

APPLICATION FILING RECEIPT MAILED

Aug 19, 2025

APPLICATION FILING RECEIPT MAILED

LEGACY PRIVATE WEALTH ADVISORS

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