NON-FINAL ACTION - MAILED
final action
on 09 Dec 2024
Last Applicant/ Owned by
100 Vanguard Blvd.
Malvern
PA
19355
Serial Number
98377528 filed on 26th Jan 2024
Registration Number
N/A
Correspondent Address
David M. Kelly
Filing Basis
1. intent to use
2. intent to use current
Disclaimer
NO DATA
LEGACY GARDEN
Software as a service (SAAS) services featuring software for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management in the fields of generational wealth, understanding generational wealth, planning for generational wealth, managing generational wealth, preserving generational wealth, protecting ge Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Software as a service (SAAS) services featuring software for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management in the fields of generational wealth, understanding generational wealth, planning for generational wealth, managing generational wealth, preserving generational wealth, protecting generational wealth, growing generational wealth, promoting financial stewardship of generational wealth, preserving financial legacies, transfer of generational wealth, and financial literacy; providing online, non-downloadable computer software for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management in the fields of generational wealth, understanding generational wealth, planning for generational wealth, managing generational wealth, preserving generational wealth, protecting generational wealth, growing generational wealth, promoting financial stewardship of generational wealth, preserving financial legacies, transfer of generational wealth, and financial literacy; software as a service (SAAS) services featuring software initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; providing online, non-downloadable computer software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; installation, maintenance and updating of computer software; computer programming; software design and development; technical support services, namely, troubleshooting of computer software problems and troubleshooting of web and database applications; computer software consulting; computer and internet security services, namely, restricting unauthorized access to computer networks and websites, computer security consultancy, and internet security consultancy; data security services, namely, data security consultancy, design and development of electronic data security systems, and computer security threat analysis for protecting data; authentication, issuance and validation of digital certificates
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [041]
Education and Entertainment Services
Educational services, namely, conducting classes, seminars, conferences and workshops in the fields of generational wealth, understanding generational wealth, planning for generational wealth, managing generational wealth, preserving generational wealth, protecting generational wealth, growing generational wealth, promoting financial stewardship of generational wealth, preserving financial legacies, transfer of generational wealth, and financial literacy and distribution of training materials in connection therewith; educational services, namely, providing workshops, classes, seminars, and conferences in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; providing online publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of generational wealth, understanding generational wealth, planning for generational wealth, managing generational wealth, preserving generational wealth, protecting generational wealth, growing generational wealth, promoting financial stewardship of generational wealth, preserving financial legacies, transfer of generational wealth, and financial literacy; producing and providing webcasts, webinars, podcasts, television programs, online blogs, videos, and providing online publications in in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [036]
Insurance & Financial Services
Investment of funds, investment management, financial asset management, wealth management services, financial risk assessment services, financial risk management, financial investment brokerage, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes, actuarial, financial and investment advisory services; financial planning for retirement, financial planning; financial and investment consultation, investment transactions and processing in the nature of investment fund transfer and transaction services; financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing an interactive website and online computer database featuring information in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management; Financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; charitable fund raising services; estate planning, financial trust planning, and financial trust administration services; providing information and news in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans
First Use Date in General
N/A
First Use Date in Commerce
N/A
Class [009]
Computer & Software Products & Electrical & Scientific Products
Downloadable electronic publications namely, reports, white papers, brochures, manuals, and presentations in the fields of generational wealth, understanding generational wealth, planning for generational wealth, managing generational wealth, preserving generational wealth, protecting generational wealth, growing generational wealth, promoting financial stewardship of generational wealth, preserving financial legacies, transfer of generational wealth, and financial literacy; Downloadable electronic publications, namely, reports, white papers, brochures, manuals, and presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; downloadable computer software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions; downloadable computer software for managing and administering retirement plans, pension plans, and employee compensation plans for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management
First Use Date in General
N/A
First Use Date in Commerce
N/A
Mark Details
Serial Number
No 98377528
Mark Type
No Service Mark
Attorney Docket Number
No 235.0319
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 09th Dec 2024 | NON-FINAL ACTION WRITTEN |
| 09th Dec 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 09th Dec 2024 | NON-FINAL ACTION E-MAILED |
| 11th Nov 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 11th Nov 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 11th Nov 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 09th Aug 2024 | NON-FINAL ACTION WRITTEN |
| 09th Aug 2024 | NON-FINAL ACTION E-MAILED |
| 09th Aug 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 05th Aug 2024 | ASSIGNED TO EXAMINER |