tm logo
VERSATILE ATHLETE'S UNIVERSAL LEGACY TRUST (VAULT)
Live/Registered
REGISTERED

on 26 Dec 2023

Last Applicant/ Owned by

One M&T Plaza

Buffalo

NY

14203

Serial Number

97485893 filed on 01st Jul 2022

Registration Number

7256249 registered on 26th Dec 2023

in the Principal Register

Correspondent Address

Ryan A. McGonigle

HODGSON RUSS LLP

605 Third Avenue, Suite 2300

New York, NY 14202

Filing Basis

1. intent to use

2. use application currently

Disclaimer

"ATHLETE'S" AND "LEGACY TRUST"

VERSATILE ATHLETE'S UNIVERSAL LEGACY TRUST (VAULT)

"ATHLETE'S" AND "LEGACY TRUST" Financial planning, namely, wealth building, wealth protection, and asset protection for professional athletes and sports personalities; Financial research; Insurance consultation; Insurance information and consultancy; Investment management; Investment risk assessment services; Estate trust planning; Financial advice; Financial and investment services, namely, asseRead More

Classification Information


Class [036]
Insurance & Financial Services


Financial planning, namely, wealth building, wealth protection, and asset protection for professional athletes and sports personalities; Financial research; Insurance consultation; Insurance information and consultancy; Investment management; Investment risk assessment services; Estate trust planning; Financial advice; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of wealth building, wealth protection, and asset protection; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Financial trust administration; Financial trust operations; Financial trust planning; Individual retirement account services; Investment advice in the fields of wealth building, wealth protection, and asset protection for professional athletes and sports personalities; Investment advice in the fields of retirement planning and career transitioning for professional athletes and sports personalities; Investment services, namely, asset acquisition, consultation, development and management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Trust management accounts; Trust services, namely, investment and trust company services


First Use Date in General

07th Jul 2022

First Use Date in Commerce

07th Jul 2022

Mark Details


Serial Number

No 97485893

Mark Type

No Service Mark

Attorney Docket Number

No 002000.11673

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
26th Dec 2023REGISTERED-PRINCIPAL REGISTER
26th Dec 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
22nd Nov 2023NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
21st Nov 2023ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
19th Nov 2023ASSIGNED TO EXAMINER
26th Jul 2023STATEMENT OF USE PROCESSING COMPLETE
25th Jul 2023CASE ASSIGNED TO INTENT TO USE PARALEGAL
03rd Jul 2023TEAS STATEMENT OF USE RECEIVED
03rd Jul 2023USE AMENDMENT FILED
03rd Jan 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT