LEGACY IRA Trademark

Trademark Overview


On Thursday, December 6, 2018, a trademark application was filed for LEGACY IRA with the United States Patent and Trademark Office. The USPTO has given the LEGACY IRA trademark a serial number of 88219018. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Wednesday, August 13, 2025. This trademark is owned by 4J Technologies, Inc.. The LEGACY IRA trademark is filed in the category with the following description:

Managing qualified funds distribution; charitable giving planning; charitable giving consulting; charitable giving advisory services; developing and managing charitable giving distributions; financial advisory services; financial custodian services; financial consulting services; financial planning services; financial management services; financial administration of retirement plans; tax planning services; tax consulting services; retirement planning services; retirement consulting services; individual retirement account services
legacy ira

General Information


Serial Number88219018
Word MarkLEGACY IRA
Filing DateThursday, December 6, 2018
Status701 - SECTION 8 - ACCEPTED
Status DateWednesday, August 13, 2025
Registration Number5847336
Registration DateTuesday, August 27, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesManaging qualified funds distribution; charitable giving planning; charitable giving consulting; charitable giving advisory services; developing and managing charitable giving distributions; financial advisory services; financial custodian services; financial consulting services; financial planning services; financial management services; financial administration of retirement plans; tax planning services; tax consulting services; retirement planning services; retirement consulting services; individual retirement account services
Certification Mark StatementThe certification mark, as used or intended to be used by persons authorized by the certifier, certifies or is intended to certify that financial custodians and other authorized users have met the certifier's standards as to its processes for making charitable distributions for taxpayers.
NOT AVAILABLE"IRA"

Classification Information


International ClassB -
US Class CodesB
Class Status Code6 - Active
Class Status DateThursday, December 27, 2018
Primary CodeB
First Use Anywhere DateThursday, January 31, 2019
First Use In Commerce DateThursday, January 31, 2019

Trademark Owner History


Party Name4J Technologies, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressCaseyville, IL 62232

Party Name4J Technologies, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCaseyville, IL 62232

Trademark Events


Event DateEvent Description
Thursday, March 7, 2019NON-FINAL ACTION WRITTEN
Monday, December 10, 2018NEW APPLICATION ENTERED
Thursday, December 27, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, March 6, 2019ASSIGNED TO EXAMINER
Thursday, March 7, 2019NON-FINAL ACTION E-MAILED
Thursday, March 7, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, July 15, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, July 15, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, July 17, 2019USE AMENDMENT ACCEPTED
Wednesday, July 3, 2019TEAS AMENDMENT OF USE RECEIVED
Wednesday, July 3, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, July 10, 2019ASSIGNED TO LIE
Monday, July 15, 2019USE AMENDMENT FILED
Monday, July 15, 2019AMENDMENT TO USE PROCESSING COMPLETE
Monday, July 22, 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, August 27, 2019REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, August 27, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Saturday, December 21, 2024TEAS SECTION 8 RECEIVED
Tuesday, May 13, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, May 21, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, July 17, 2019APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, July 18, 2019NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Wednesday, May 28, 2025POST REGISTRATION ACTION MAILED - SEC. 8
Saturday, June 14, 2025TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, August 13, 2025REGISTERED - SEC. 8 (6-YR) ACCEPTED
Wednesday, August 13, 2025NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED