LEGACY WEALTHORGANIZER Trademark

Serial Number: 78955090

LEGACY WEALTHORGANIZER is a trademark filed by Legacy Advisors, LLC on August 18, 2006. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Legacy Advisors, LLC (2 trademarks)

Suite 150
Plymouth Meeting, PA 19462

Entity Type: 16

Trademark Details

Filing Date

August 18, 2006

Registration Date

Not Registered

First Use Anywhere

May 1, 2006

First Use in Commerce

May 1, 2006

Goods & Services

Financial analysis and consultation; Financial consultation; Financial information processing; Financial information provided by electronic means; Financial planning consultation; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments