TrademarkDir
LEGACY PLANNING
LIVE

Serial Number

99192671

Owner

Angela Kim Carleton

First Use Date

Jan 1, 2014

Filing Date

May 19, 2025

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LEGACY PLANNING Trademark

Serial Number: 99192671

LEGACY PLANNING is a trademark filed by Angela Kim Carleton on May 19, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently pending registration.

Owner Contact Info

Angela Kim Carleton

9194 West Olympic Boulevard
Beverly Hills, CA 90212

Entity Type: 01

Trademark Details

Filing Date

May 19, 2025

Registration Date

Not Registered

First Use Anywhere

January 1, 2014

First Use in Commerce

June 1, 2014

Goods & Services

Financial advisory and consultancy services; Financial information and advisory services; Financial consultancy

Filing History

NOTIFICATION OF FINAL REFUSAL EMAILED
May 28, 2026 GNFN
FINAL REFUSAL E-MAILED
May 28, 2026 GNFR
FINAL REFUSAL WRITTEN
May 28, 2026 CNFR
ATTORNEY REVIEW/DECISION ON AMENDMENT REQUIRED
May 5, 2026 ATRQ
ASSIGNED TO LIE
May 5, 2026 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Apr 29, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 29, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jan 29, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jan 29, 2026 CNRT
ATTORNEY REVIEW/DECISION ON AMENDMENT REQUIRED
Jan 6, 2026 ATRQ
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 22, 2025 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Oct 7, 2025 GNRN
NON-FINAL ACTION E-MAILED
Oct 7, 2025 GNRT
NON-FINAL ACTION WRITTEN
Oct 7, 2025 CNRT
ASSIGNED TO EXAMINER
Oct 1, 2025 DOCK
APPLICATION FILING RECEIPT MAILED
May 19, 2025 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 19, 2025 NWOS
NEW APPLICATION ENTERED
May 19, 2025 NWAP

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