TrademarkDir
LEGACY PRIVATE WEALTH ADVISORS
LIVE

Serial Number

99345633

Owner

Jason D Smith

Attorney

Sahil Malhotra

First Use Date

Jan 1, 2024

Filing Date

Aug 19, 2025

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LEGACY PRIVATE WEALTH ADVISORS Trademark

Serial Number: 99345633 • Registration: 8348944

LEGACY PRIVATE WEALTH ADVISORS is a trademark filed by Jason D Smith on August 19, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Jason D Smith (2 trademarks)

11011 N Ruby Ct
Dunlap, IL 61525

Entity Type: 01

Trademark Details

Filing Date

August 19, 2025

Registration Date

July 14, 2026

First Use Anywhere

January 1, 2024

First Use in Commerce

July 1, 2025

Goods & Services

Financial planning and investment advisory services

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jul 14, 2026 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Jul 14, 2026 R.SR
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jun 17, 2026 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 28, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 28, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 28, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 2, 2026 GNRN
NON-FINAL ACTION E-MAILED
Mar 2, 2026 GNRT
NON-FINAL ACTION WRITTEN
Mar 2, 2026 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 5, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 5, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 5, 2026 TROA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 29, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 29, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 29, 2026 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jan 7, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jan 7, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jan 7, 2026 CNRT
ASSIGNED TO EXAMINER
Jan 6, 2026 DOCK
APPLICATION FILING RECEIPT MAILED
Aug 19, 2025 MAFR
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 19, 2025 NWOS
NEW APPLICATION ENTERED
Aug 19, 2025 NWAP

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