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Trademark

TAX-ADVANTAGED INCOME FOR LIFE | LEGACY OF CHARITABLE GIVING

LIVE

Updated: 27 Aug 2019

Serial Number

88359688

Filed: 27 Mar 2019

Registration Number

5847408

Registered: 27 Aug 2019

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Class 036

Financial, monetary, and insurance services

Stylized Words/Letters

Covers exact words in any format

Description

Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Charitable fund investment, advisory and fundraising services; Providing charitable accounts for philanthropic purposes; Financial services, namely, pooled income fund program whereby donors contribute to a public charity and receive income payments; Providing financial information related to charitable services via the Internet

Trademark Coverage Details

Stylized Words/Letters

Words or letters with a specific styling, font, or arrangement.

Mark Literal Elements: TAX-ADVANTAGED INCOME FOR LIFE | LEGACY OF CHARITABLE GIVING

Standard Character Claim: Yes. The mark consists of standard characters without claim to any particular font style, size, or color.

Mark Drawing Type: 4000 - Stylized Words/Letters

For E-commerce Sellers:

This trademark protects the word(s) in ANY font, style, size, or color. Using these exact words for similar products/services may infringe on this trademark regardless of how you display them.

Classification Information

036

Service Class

Financial, monetary, and insurance services

What this class covers:

This class includes banking, investment, real estate, and insurance services. It covers everything from loans and credit cards to property management and fundraising. If money or financial security is involved, it falls under this category. However, business management services belong in Class 35.

In simple terms: Financial services, including banking, insurance, and investments

First Use in Commerce

17 Jun 2019

First Use Anywhere

17 Jun 2019

Legal History

Status DateAction Taken
08 Feb 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
17 Aug 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
27 Aug 2019REGISTERED-SUPPLEMENTAL REGISTER
22 Jul 2019LAW OFFICE PUBLICATION REVIEW COMPLETED
15 Jul 2019ASSIGNED TO LIE

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