VERSATILE ATHLETE'S UNIVERSAL LEGACY TRUST (VAULT)

Live / Registered — Registered (as of 26 Dec 2023)

What this means for you

Registered since 26 Dec 2023. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97485893
Registration number
7256249
Mark type
Stylized text
Filed
01 Jul 2022
Published for opposition
08 Nov 2022
Registered
26 Dec 2023
Attorney of record
Ryan A. McGonigle

Goods and services

  • Class 036 — Insurance and financial services: Financial planning, namely, wealth building, wealth protection, and asset protection for professional athletes and sports personalities; Financial research; Insurance consultation; Insurance information and consultancy; Investment management; Investment risk assessment services; Estate trust planning; Financial advice; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of wealth building, wealth protection, and asset protection; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Financial trust administration; Financial trust operations; Financial trust planning; Individual retirement account services; Investment advice in the fields of wealth building, wealth protection, and asset protection for professional athletes and sports personalities; Investment advice in the fields of retirement planning and career transitioning for professional athletes and sports personalities; Investment services, namely, asset acquisition, consultation, development and management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Trust management accounts; Trust services, namely, investment and trust company services

Owner

Prosecution history

  • 26 Dec 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 26 Dec 2023 — REGISTERED-PRINCIPAL REGISTER
  • 22 Nov 2023 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 21 Nov 2023 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 19 Nov 2023 — ASSIGNED TO EXAMINER
  • 26 Jul 2023 — STATEMENT OF USE PROCESSING COMPLETE
  • 03 Jul 2023 — USE AMENDMENT FILED
  • 25 Jul 2023 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 03 Jul 2023 — TEAS STATEMENT OF USE RECEIVED
  • 03 Jan 2023 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 08 Nov 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 08 Nov 2022 — PUBLISHED FOR OPPOSITION
  • 19 Oct 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 03 Oct 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 22 Sept 2022 — ASSIGNED TO EXAMINER

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