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LEGACY TRUST COMPANY - Florida Company Profile

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Company Details

Entity Name: LEGACY TRUST COMPANY
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 05 Jul 2002 (23 years ago)
Last Event: AMENDMENT
Event Date Filed: 01 Jul 2004 (21 years ago)
Document Number: P02000073489
FEI/EIN Number 412027993
Address: 4200 MARSH LANDING BOULEVARD, SUITE 100, JACKSONVILLE BEACH, FL, 32250, US
Mail Address: 4200 MARSH LANDING BOULEVARD, SUITE 100, JACKSONVILLE BEACH, FL, 32250, US
ZIP code: 32250
City: Jacksonville Beach
County: Duval
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
MCLAUCHLAN RODNEY A Director 4200 MARSH LANDING BOULEVARD, JACKSONVILLE BEACH, FL, 32250
MCLAUCHLAN KRISTIN D DCC 4200 MARSH LANDING BOULEVARD, JACKSONVILLE BEACH, FL, 32250
Uhland Kristi B Director 4200 MARSH LANDING BOULEVARD, JACKSONVILLE BEACH, FL, 32250
Quick Kristi M Director 4200 MARSH LANDING BOULEVARD, JACKSONVILLE BEACH, FL, 32250
Way Katherine D Director 4200 MARSH LANDING BOULEVARD, JACKSONVILLE BEACH, FL, 32250
MCLAUCHLAN KRISTIN D Agent 4200 MARSH LANDING BOULEVARD, JACKSONVILLE BEACH, FL, 32250

Form 5500 Series

Employer Identification Number (EIN):
412027993
Plan Year:
2014
Number Of Participants:
15
Sponsors Telephone Number:
Plan Year:
2013
Number Of Participants:
17
Sponsors Telephone Number:
Plan Year:
2012
Number Of Participants:
14
Sponsors Telephone Number:
Plan Year:
2011
Number Of Participants:
9
Sponsors Telephone Number:
Plan Year:
2010
Number Of Participants:
9
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G10000081126 LEGACY TRUST FAMILY WEALTH OFFICES ACTIVE 2010-09-03 2030-12-31 - 4200 MARSH LANDING BLVD., SUITE 100, JACKSONVILLE BEACH, FL, 32250

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2019-03-29 4200 MARSH LANDING BOULEVARD, SUITE 100, JACKSONVILLE BEACH, FL 32250 -
CHANGE OF PRINCIPAL ADDRESS 2018-09-21 4200 MARSH LANDING BOULEVARD, SUITE 100, JACKSONVILLE BEACH, FL 32250 -
CHANGE OF MAILING ADDRESS 2018-09-21 4200 MARSH LANDING BOULEVARD, SUITE 100, JACKSONVILLE BEACH, FL 32250 -
REGISTERED AGENT NAME CHANGED 2011-04-28 MCLAUCHLAN, KRISTIN D -
AMENDMENT 2004-07-01 - -

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-01-25
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-03-24
ANNUAL REPORT 2019-03-29
ANNUAL REPORT 2018-03-28
ANNUAL REPORT 2017-04-10
ANNUAL REPORT 2016-04-22
ANNUAL REPORT 2015-04-01

Trademarks

Serial Number:
85155728
Mark:
LEGACY TRUST FAMILY WEALTH OFFICES
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2010-10-19
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
LEGACY TRUST FAMILY WEALTH OFFICES

Goods And Services

For:
Financial services, namely, a total portfolio offering for high net worth clients
First Use:
2010-08-02
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
77590047
Mark:
LEGACY TRUST COMPANY PERPETUATING WEALTH. ENRINCHING LEGACIES.
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2008-10-10
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
LEGACY TRUST COMPANY PERPETUATING WEALTH. ENRINCHING LEGACIES.

Goods And Services

For:
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
First Use:
2005-05-13
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Date of last update: 03 Aug 2025

Sources: Florida Department of State