USPTO serial 98377528
LEGACY GARDEN
Reviewed by CopyMark Law Group
Status 731Notice of Allowance
- Filing date
- Status date
- Registration date
- —
- Examiner
- BARQUET-HORNBACK, ELENA M
- Law office
- INTENT TO USE SECTION
What this means
The USPTO has issued a Notice of Allowance. To complete registration you generally need to file a Statement of Use or an extension request before the deadline.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
David M. Kelly
David M. Kelly Kelly IP, LLP1300 19th Street, N.W.Suite 420Washington, DC 20036Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | 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 | ACTIVE | — |
| 036 | 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 | ACTIVE | — |
| 041 | 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 | ACTIVE | — |
| 042 | 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 | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by The Vanguard Group, Inc.
- Other trademarks owned by The Vanguard Group, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named LEGACY GARDEN
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 7, 2026 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 6, 2026 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jul 6, 2026 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jul 6, 2026 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Oct 4, 2025 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Oct 3, 2025 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Oct 3, 2025 | EXT1 | SOU EXTENSION 1 FILED | — |
| Oct 3, 2025 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jul 15, 2025 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| May 20, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 20, 2025 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| May 14, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 22, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 22, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 22, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 22, 2025 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Apr 14, 2025 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Apr 14, 2025 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Apr 14, 2025 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Feb 18, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 18, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 18, 2025 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Dec 9, 2024 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 9, 2024 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 9, 2024 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Nov 11, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 11, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 11, 2024 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 9, 2024 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 9, 2024 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 9, 2024 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 5, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 25, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 26, 2024 | NWAP | NEW APPLICATION ENTERED | — |