LIQUIDITY TO LEGACY

Live / Allowed — Approved for publication (as of 31 Mar 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 01 Oct 2025 filing date already counts against anyone who files later.

Record

Serial number
99424445
Mark type
Stylized text
Filed
01 Oct 2025
Attorney of record
Michael Markos

Goods and services

  • Class 036 — Insurance and financial services: Financial wealth management services
  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for post exit wealth management, namely, portfolio analysis, asset allocation, estate planning coordination, financial planning, and risk management; Providing online non-downloadable software featuring software for post exit wealth management, namely, portfolio analysis, asset allocation, estate planning coordination, financial planning, and risk management

Owner

Prosecution history

  • 31 Mar 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 30 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 30 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 30 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 10 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 10 Mar 2026 — NON-FINAL ACTION E-MAILED
  • 10 Mar 2026 — NON-FINAL ACTION WRITTEN
  • 05 Mar 2026 — PREVIOUS ALLOWANCE COUNT WITHDRAWN
  • 03 Mar 2026 — WITHDRAWN FROM PUB - OG REVIEW QUERY
  • 11 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 07 Feb 2026 — EXAMINER'S AMENDMENT ENTERED
  • 07 Feb 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 07 Feb 2026 — EXAMINERS AMENDMENT E-MAILED
  • 07 Feb 2026 — EXAMINERS AMENDMENT -WRITTEN
  • 07 Feb 2026 — EXAMINER'S AMENDMENT ENTERED

View this trademark record on Marksy