INVESTING THAT ELEVATES Trademark

Trademark Overview


On Tuesday, March 18, 2025, a trademark application was filed for INVESTING THAT ELEVATES with the United States Patent and Trademark Office. The USPTO has given the INVESTING THAT ELEVATES trademark a serial number of 99090554. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, March 18, 2025. This trademark is owned by OneAscent Holdings, LLC. The INVESTING THAT ELEVATES trademark is filed in the Insurance & Financial Services category with the following description:

Capital investment consultancy; Capital investment services; Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial consultation; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Insurance consultancy; Investment consultancy; Investment management; Investment services, namely, asset acquisition, cons...
investing that elevates

General Information


Serial Number99090554
Word MarkINVESTING THAT ELEVATES
Filing DateTuesday, March 18, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateTuesday, March 18, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesCapital investment consultancy; Capital investment services; Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial consultation; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Insurance consultancy; Investment consultancy; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of a capital investment fund; Management of securities portfolios; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Strategic financial advisory services; Capital investment consulting; Financial asset management; Financial portfolio analysis services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; 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, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, March 18, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameOneAscent Holdings, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBirmingham, AL 35242

Trademark Events


Event DateEvent Description
Tuesday, March 18, 2025NEW APPLICATION ENTERED
Tuesday, March 18, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, March 18, 2025APPLICATION FILING RECEIPT MAILED