INVESTBETTER
LIVE

Serial Number

99430640

Owner

Legacy Investment Planning, LLC

Attorney

Michael A. Johnson

Filing Date

Oct 9, 2025

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INVESTBETTER Trademark

Serial Number: 99430640

INVESTBETTER is a trademark filed by Legacy Investment Planning, LLC on October 9, 2025. The trademark is classified under Class 9 (Computers & Electronics), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific). The application is currently pending registration.

Owner Contact Info

Legacy Investment Planning, LLC (3 trademarks)

6700 Tower Circle
Franklin, TN 37067

Entity Type: 16

Trademark Details

Filing Date

October 9, 2025

Registration Date

Not Registered

Published for Opposition

May 5, 2026

Goods & Services

Hosting an on-line community web site featuring educational content, discussions, and networking opportunities in the fields of personal finance, investing, and wealth management for individuals, families, business owners, and professional artists and managers; Creating an on-line community for subscription users, namely, individuals, families, business owners, and professional artists and managers for the purpose of participating in educational programs, financial discussions, investment strategy workshops, and wealth-building activities

Downloadable audio recordings featuring discussions and lessons in the fields of personal finance, economic empowerment, wealth management, and investing; Downloadable educational podcasts in the field of financial literacy, investing, economic empowerment, personal finance, money management, and wealth-building; Downloadable audio and video recordings featuring information and instruction in the fields of personal finance, investing, and wealth management for individuals, families, business owners, and professional artists and managers

Educational services, namely, providing online instruction in the field of personal finance, investing, and wealth management via an online website; Educational services, namely, providing a continuing prerecorded audio program in the field of financial literacy, investment strategies, and money management accessible over the internet; Education services, namely, providing on-line courses, workshops, and non-downloadable podcasts in the field of personal finance, investing, and wealth management; Education services, namely, providing workshops, seminars, and training sessions in the field of finance, wealth-building, and investment strategy; Providing online non-downloadable educational podcasts in the field of budgeting, wealth creation, financial goal setting, investing, and personal economic well-being; Educational services, namely, providing online instruction in the field of money management and financial education to individuals, families, business owners, and professional artists and managers; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of personal finance, investing, wealth management, financial literacy, money management, and economic empowerment; Educational services, namely, conducting live workshops, seminars, conferences, live webinars, interactive sessions, QandA discussions, live presentations, and panel discussions in the field of personal finance, investing, wealth management, financial literacy, and wealth-building strategies; Educational services, namely, conducting live in-person educational events and activities, namely, classes, seminars, conferences, and workshops in the field of wealth planning, financial knowledge, money and resource management, and economic advancement

Filing History

NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jun 30, 2026 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 5, 2026 NPUB
PUBLISHED FOR OPPOSITION
May 5, 2026 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Apr 29, 2026 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 6, 2026 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 1, 2026 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 30, 2026 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 30, 2026 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 11, 2026 GNRN
NON-FINAL ACTION E-MAILED
Mar 11, 2026 GNRT
NON-FINAL ACTION WRITTEN
Mar 11, 2026 CNRT
ASSIGNED TO EXAMINER
Feb 26, 2026 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 11, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Oct 9, 2025 MAFR
NEW APPLICATION ENTERED
Oct 9, 2025 NWAP