YOUR LEGACY. OUR GUIDANCE. Trademark
Trademark Overview
On Monday, June 20, 2016, a trademark application was filed for YOUR LEGACY. OUR GUIDANCE. with the United States Patent and Trademark Office. The USPTO has given the YOUR LEGACY. OUR GUIDANCE. trademark a serial number of 87076879. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, August 15, 2023. This trademark is owned by Commerce Bancshares, Inc.. The YOUR LEGACY. OUR GUIDANCE. trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Personal, and Legal & Social Services categories with the following description:
Financial advisory services, namely advising private foundation management personnel on financial and investment matters, and selecting and managing investments for private foundations; Investment management services; Trustee and financial custody services relating to grant-making and tax compliance for private foundations; Financial trust administration relating to grant-making and tax compliance for private foundations
Business consultancy in the nature of foundation advisory services, namely, assisting others with the establishment and operation of a private foundation; Business management services, namely, preparing and reviewing grant proposals and financial reports for private foundations; Tax advisory services; Consulting services in the fields of income tax, accounting, business administration, business development, and business strategic planning; Consultancy services regarding business strategies provided to family foundations in the areas of grant-making and reporting, financial reporting, board management and governance; Business administration, business operation and office functions for private foundations; Business consulting services in the field of private foundation management and business strategies for private foundations; Business administration services, namely, regulatory submission management in the nature of preparing and filing regulatory reporting compliance documents for pri...
Regulatory compliance consulting for private foundations
General Information
| Serial Number | 87076879 |
| Word Mark | YOUR LEGACY. OUR GUIDANCE. |
| Filing Date | Monday, June 20, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, August 15, 2023 |
| Registration Number | 5216654 |
| Registration Date | Tuesday, June 6, 2017 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 21, 2017 |
Trademark Statements
| Goods and Services | Financial advisory services, namely advising private foundation management personnel on financial and investment matters, and selecting and managing investments for private foundations; Investment management services; Trustee and financial custody services relating to grant-making and tax compliance for private foundations; Financial trust administration relating to grant-making and tax compliance for private foundations |
| Goods and Services | Business consultancy in the nature of foundation advisory services, namely, assisting others with the establishment and operation of a private foundation; Business management services, namely, preparing and reviewing grant proposals and financial reports for private foundations; Tax advisory services; Consulting services in the fields of income tax, accounting, business administration, business development, and business strategic planning; Consultancy services regarding business strategies provided to family foundations in the areas of grant-making and reporting, financial reporting, board management and governance; Business administration, business operation and office functions for private foundations; Business consulting services in the field of private foundation management and business strategies for private foundations; Business administration services, namely, regulatory submission management in the nature of preparing and filing regulatory reporting compliance documents for private foundations; Business consulting services in the field of grant-making, namely, business administration services to assist private foundations in making and overseeing grants to charitable organizations; Grant management services for private foundations; Business administration and management of grant distribution services for private foundations; Business services for others, namely, providing project management services in the nature of online administration of research grant applications |
| Goods and Services | Regulatory compliance consulting for private foundations |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 24, 2016 |
| Primary Code | 035 |
| First Use Anywhere Date | Thursday, December 31, 2015 |
| First Use In Commerce Date | Friday, February 19, 2016 |
| 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 | Saturday, December 17, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, December 31, 2015 |
| First Use In Commerce Date | Friday, February 19, 2016 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, December 17, 2016 |
| Primary Code | 045 |
| First Use Anywhere Date | Thursday, December 31, 2015 |
| First Use In Commerce Date | Friday, February 19, 2016 |
Trademark Owner History
| Party Name | Commerce Bancshares, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Kansas City, MO 64106
US |
| Party Name | Commerce Bancshares, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Kansas City, MO 64106
US |
| Party Name | Commerce Bancshares, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Kansas City, MO 64106
US |
Trademark Events
| Event Date | Event Description |
| Thursday, June 23, 2016 | NEW APPLICATION ENTERED |
| Friday, June 24, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 27, 2016 | ASSIGNED TO EXAMINER |
| Thursday, October 6, 2016 | NON-FINAL ACTION WRITTEN |
| Thursday, October 6, 2016 | NON-FINAL ACTION E-MAILED |
| Thursday, October 6, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, December 16, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, December 16, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, December 17, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, February 6, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, February 6, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Monday, February 6, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, February 6, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Monday, February 6, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 1, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 21, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 21, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 6, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Monday, June 6, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, February 16, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, August 15, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, August 15, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, August 15, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, June 6, 2026 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
