Trademark Overview
On Sunday, March 15, 2026, a trademark application was filed for GROUNDWORK with the United States Patent and Trademark Office. The USPTO has given the GROUNDWORK trademark a serial number of 99703135. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Sunday, March 15, 2026. This trademark is owned by Harris-Pierre Consulting. The GROUNDWORK trademark is filed in the Education & Entertainment Services and Computer & Software Services & Scientific Services categories with the following description:
Providing online software for use by financial planners and wealth advisors for collecting, analyzing, and synthesizing client information related to wealth identity, money beliefs, and behavioral patterns for the purpose of generating client assessment reports; software as a service featuring tools for wealth identity assessment and client profiling in the field of financial planning and wealth management.
Educational services, namely, providing training, workshops, and methodology-based programs for financial planners, estate planners, and wealth advisors in the field of wealth identity and the psychological and relational dimensions of wealth; providing online and in-person coaching and certification programs for financial professionals in the field of wealth identity assessment and behavioral finance.
