WHOLE FAMILY ADVISOR
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 08 Oct 2025)
What this means for you
Registered since 02 Jun 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88467750
- Registration number
- 6067056
- Mark type
- Stylized text
- Filed
- 11 Jun 2019
- Published for opposition
- 17 Mar 2020
- Registered
- 02 Jun 2020
- Attorney of record
- Patricia C. Collins, Esq.
Goods and services
- Class 041 — Education and entertainment services: Educational services, namely, providing training of professionals who serve families with wealth for certification in the field of multi-generational family wealth planning, values transfer and wealth transfer; conducting classes and seminars on topics of wealth and values transfer, family governance, family dynamics, estate planning and family philanthropy to financially successful families, family businesses, wealth advisors, family offices, law firms, and financial institutions, provided live, online and by means of video and telephone
Owner
- Legacy Capitals, LLC, New Hope, PA, US
- Legacy Capitals, LLC, New Hope, PA, US
- Legacy Capitals, LLC, New Hope, PA, US
Prosecution history
- 08 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 08 Oct 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 06 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 03 Jun 2025 — TEAS SECTION 8 & 15 RECEIVED
- 02 Jun 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 02 Jun 2020 — REGISTERED-PRINCIPAL REGISTER
- 17 Mar 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 17 Mar 2020 — PUBLISHED FOR OPPOSITION
- 26 Feb 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 13 Feb 2020 — ASSIGNED TO LIE
- 10 Feb 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 10 Feb 2020 — EXAMINER'S AMENDMENT ENTERED
- 10 Feb 2020 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 10 Feb 2020 — EXAMINERS AMENDMENT E-MAILED
- 10 Feb 2020 — EXAMINERS AMENDMENT -WRITTEN