Trademark Overview
On Sunday, November 2, 2025, a trademark application was filed for INVESTING WITH PURPOSE with the United States Patent and Trademark Office. The USPTO has given the INVESTING WITH PURPOSE trademark a serial number of 99475004. The federal status of this trademark filing is EXAMINERS AMENDMENT - MAILED as of Wednesday, May 6, 2026. The INVESTING WITH PURPOSE trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Real estate investment services, namely, organizing and managing private real estate investment funds for accredited investors, limited to investments in privately-held real property and excluding investment in publicly traded securities; private equity fund investment services, namely, organizing and managing private equity funds for accredited investors, limited to investments in privately-held companies and excluding investment in publicly traded securities and excluding financial planning and investment advisory services for retail clients
Educational and entertainment services, namely, providing motivational and educational speakers in the fields of real estate investing, entrepreneurship, and personal development; entertainment services, namely, providing non-downloadable podcasts in the field of real estate investing, personal finance, and values-based investing, all of the foregoing being for informational and entertainment purposes only and not constituting financial planning, investment advisory services, or investment advice
