TAX-ADVANTAGED INCOME FOR LIFE | LEGACY OF CHARITABLE GIVING

Live / Registered — Registered — Section 8 accepted (as of 20 Feb 2026)

What this means for you

Registered since 27 Aug 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88359688
Registration number
5847408
Mark type
Stylized text
Filed
27 Mar 2019
Registered
27 Aug 2019
Attorney of record
Richard L. Sampson

Goods and services

  • Class 036 — Insurance and financial services: Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Charitable fund investment, advisory and fundraising services; Providing charitable accounts for philanthropic purposes; Financial services, namely, pooled income fund program whereby donors contribute to a public charity and receive income payments; Providing financial information related to charitable services via the Internet

Owner

Prosecution history

  • 20 Feb 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 20 Feb 2026 — POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED
  • 20 Feb 2026 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 17 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 02 Jan 2026 — POST REGISTRATION ACTION MAILED - SEC. 8
  • 26 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 11 Feb 2025 — TEAS SECTION 8 RECEIVED
  • 11 Feb 2025 — TEAS VOLUNTARY AMENDMENT RECEIVED
  • 27 Aug 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 08 Feb 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 17 Aug 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 27 Aug 2019 — REGISTERED-SUPPLEMENTAL REGISTER
  • 22 Jul 2019 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 15 Jul 2019 — ASSIGNED TO LIE
  • 08 Jul 2019 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

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