INVESTBETTER Trademark

Trademark Overview

On Thursday, October 9, 2025, a trademark application was filed for INVESTBETTER with the United States Patent and Trademark Office. The USPTO has given the INVESTBETTER trademark a serial number of 99430640. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, October 9, 2025. This trademark is owned by Legacy Investment Planning, LLC. The INVESTBETTER trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Education & Entertainment Services, and Computer & Software Services & Scientific Services categories with the following description:

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 artist...

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

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
investbetter

General Information

Serial Number99430640
Word MarkINVESTBETTER
Filing DateThursday, October 9, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, October 9, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesEducational 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, Q&A discussions, live presentations, panel discussions, and networking events 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, including classes, seminars, conferences, and workshops in the field of wealth planning, financial knowledge, money and resource management, and economic advancement
Goods and ServicesDownloadable 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
Goods and ServicesHosting 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

Classification Information

International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateThursday, October 9, 2025
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, October 9, 2025
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, October 9, 2025
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameLegacy Investment Planning, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressFranklin, TN 37067

Trademark Events

Event DateEvent Description
Thursday, October 9, 2025NEW APPLICATION ENTERED
Thursday, October 9, 2025APPLICATION FILING RECEIPT MAILED

Related Keywords

investbetter wealth management field finance personal investing educational namely providing downloadable