| Serial Number | 98377528 |
| Word Mark | LEGACY GARDEN |
| Filing Date | Friday, January 26, 2024 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, May 20, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 20, 2025 |
| Goods and 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 all the aforementioned 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 |
| Goods and Services | 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 |
| Goods and 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 |
| NOT AVAILABLE | "LEGACY" |
| Goods and Services | Software as a service (SAAS) services featuring software for use in initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions in the fields of investing, investment management, finance, financial planning, retirement planning, risk management; Software as a service (SAAS) services featuring software for use in 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 managing and administering retirement plans, pension plans, and employee compensation plans 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 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; 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 |
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 26, 2024 |
| Primary Code | 009 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 26, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 26, 2024 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 26, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | The Vanguard Group, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Malvern, PA 19355 |
| Party Name | The Vanguard Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Malvern, PA 19355 |
| Event Date | Event Description |
| Friday, January 26, 2024 | NEW APPLICATION ENTERED |
| Thursday, July 25, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, August 5, 2024 | ASSIGNED TO EXAMINER |
| Friday, August 9, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, August 9, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, August 9, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, November 11, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, November 11, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, November 11, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, December 9, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, December 9, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, December 9, 2024 | NON-FINAL ACTION WRITTEN |
| Tuesday, February 18, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, February 18, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 18, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, April 14, 2025 | FINAL REFUSAL WRITTEN |
| Monday, April 14, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, April 22, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, April 22, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 14, 2025 | FINAL REFUSAL E-MAILED |
| Tuesday, April 22, 2025 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, May 14, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 20, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 20, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 22, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |