WHERE LEGACIES BEGIN

Live / Registered — Registered (as of 21 Jan 2020)

What this means for you

Registered since 21 Jan 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87865281
Registration number
5968123
Mark type
Stylized text
Filed
05 Apr 2018
Published for opposition
02 Apr 2019
Registered
21 Jan 2020
Attorney of record
Andrew N. Fredbeck

Goods and services

  • Class 035 — Advertising and business services: Accounting services; tax and taxation planning, advice, information and consultancy services; tax preparation and filing services; business assistance, namely, personal budget preparation; business management and advice; human resources consultation
  • Class 036 — Insurance and financial services: Financial services, namely, financial consultation, financial planning, financial portfolio management, investment of funds for others, financial and investment information management for others, and management of capital investment funds, hedge funds, private equity funds and other collective investment vehicles; investment consultation; investment management and advisory services for discretionary and non-discretionary domestic and foreign accounts for high net worth individuals, corporations, partnerships, limited liability companies, charitable institutions, trusts and estates; investment supervisory services in connection with open architecture programs, namely, financial planning, conducting financial reviews, investment advice, asset allocation, and financial analysis and consultation; trust services, namely, investment management, estate trust planning and management, and financial trust planning and administration; estate planning; bill payment services; administration of employee benefit plans, namely, health, insurance and retirement plans; financial advice, namely, personal budget planning

Owner

Prosecution history

  • 20 Feb 2026 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 09 Jul 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 21 Jan 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 10 Apr 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 21 Jan 2020 — REGISTERED-PRINCIPAL REGISTER
  • 18 Dec 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 17 Dec 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 04 Dec 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 26 Nov 2019 — USE AMENDMENT FILED
  • 04 Dec 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 26 Nov 2019 — TEAS STATEMENT OF USE RECEIVED
  • 28 May 2019 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 02 Apr 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 02 Apr 2019 — PUBLISHED FOR OPPOSITION
  • 13 Mar 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

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