NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
05/21/2026
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Official data from USPTO
FINANCIAL LEADERSHIP . . . DELIVERED
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FINANCIAL LEADERSHIP . . . DELIVERED
ST13
US500000088448554Class
35, 36
Filing
88448554
Registration
6083219
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
20
Latest update
05/22/2026
Trademark type
Word
Nice classes
35, 36
Filing date
05/28/2019
Registration date
06/23/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/21/2026
Last transaction
05/22/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
05/16/2019
First use in commerce
05/16/2019
Drawing code
4
Owner type
03
Owner location
West Palm Beach, FL, US
Examiner
DUFFIN, GRACE M
Current location
Historical data usage
Holders and representatives
Holders
Legacy Advisors, Inc.
Representatives
Derek Fahey THE PLUS IP FIRM
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Tax consultation; Accounting consultation
Class 36
Financial serviceslife insurance underwritinginvestment management and retirement financial planning services
Publications
History of USPTO decisions and trademark events.
20 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
05/21/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/18/2026
E815
TEAS SECTION 8 & 15 RECEIVED
02/27/2026
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
06/23/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
06/23/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/07/2020
PUBO
PUBLISHED FOR OPPOSITION
04/07/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/18/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/04/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/12/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/12/2020
ALIE
ASSIGNED TO LIE
02/10/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/04/2020
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/23/2019
GNRT
NON-FINAL ACTION E-MAILED
08/23/2019
CNRT
NON-FINAL ACTION WRITTEN
08/23/2019
DOCK
ASSIGNED TO EXAMINER
08/17/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/12/2019
NWAP
NEW APPLICATION ENTERED
05/31/2019
Continuous trademark protection
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