INVESTBETTER

What this means for you

Not registered yet, but its 09 Oct 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99430640

Mark type

Stylized text

Filed

09 Oct 2025

Attorney of record

Michael A. Johnson

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable audio recordings featuring discussions and lessons in the fields of personal finance, economic empowerment, wealth management, and investing; Downloadable educational podcasts in the field of financial literacy, investing, economic empowerment, personal finance, money management, and wealth-building; Downloadable audio and video recordings featuring information and instruction in the fields of personal finance, investing, and wealth management for individuals, families, business owners, and professional artists and managers
• Class 041 — Education and entertainment services: Educational services, namely, providing online instruction in the field of personal finance, investing, and wealth management via an online website; Educational services, namely, providing a continuing prerecorded audio program in the field of financial literacy, investment strategies, and money management accessible over the internet; Education services, namely, providing on-line courses, workshops, and non-downloadable podcasts in the field of personal finance, investing, and wealth management; Education services, namely, providing workshops, seminars, and training sessions in the field of finance, wealth-building, and investment strategy; Providing online non-downloadable educational podcasts in the field of budgeting, wealth creation, financial goal setting, investing, and personal economic well-being; Educational services, namely, providing online instruction in the field of money management and financial education to individuals, families, business owners, and professional artists and managers; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of personal finance, investing, wealth management, financial literacy, money management, and economic empowerment; Educational services, namely, conducting live workshops, seminars, conferences, live webinars, interactive sessions, QandA discussions, live presentations, and panel discussions in the field of personal finance, investing, wealth management, financial literacy, and wealth-building strategies; Educational services, namely, conducting live in-person educational events and activities, namely, classes, seminars, conferences, and workshops in the field of wealth planning, financial knowledge, money and resource management, and economic advancement
• Class 042 — Scientific and technological services: Hosting an on-line community web site featuring educational content, discussions, and networking opportunities in the fields of personal finance, investing, and wealth management for individuals, families, business owners, and professional artists and managers; Creating an on-line community for subscription users, namely, individuals, families, business owners, and professional artists and managers for the purpose of participating in educational programs, financial discussions, investment strategy workshops, and wealth-building activities

Owner

• Legacy Investment Planning, LLC, Franklin, TN, US

Prosecution history

• 01 Apr 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 30 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 30 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 11 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 11 Mar 2026 — NON-FINAL ACTION E-MAILED
• 11 Mar 2026 — NON-FINAL ACTION WRITTEN
• 26 Feb 2026 — ASSIGNED TO EXAMINER
• 11 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 09 Oct 2025 — APPLICATION FILING RECEIPT MAILED
• 09 Oct 2025 — NEW APPLICATION ENTERED