THE FREEDOM PORTFOLIO Trademark

Trademark Overview


On Sunday, August 10, 2025, a trademark application was filed for THE FREEDOM PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the THE FREEDOM PORTFOLIO trademark a serial number of 99329744. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Sunday, August 10, 2025. This trademark is owned by Stohler Wealth Systems, LLC. The THE FREEDOM PORTFOLIO trademark is filed in the Education & Entertainment Services category with the following description:

Coaching in the field of online businesses; Education services, namely, providing online courses, books and memberships in the field of income generating activities; Providing information on-line relating to educational opportunities; Education services, namely, providing on-line courses, books, and memberships in the field of passive income opportunities; Educational and entertainment services, namely, providing motivational and educational speakers in the field of self- and personal improvement; Education services, namely, providing classes, seminars, workshops in the field of business, entrepreneurship, passive income; Education services, namely, providing training materials, books, courses, in the field of financial services; Educational services, namely, providing classes, seminars, workshops, presentations and retreats in the field of financial planning
the freedom portfolio

General Information


Serial Number99329744
Word MarkTHE FREEDOM PORTFOLIO
Filing DateSunday, August 10, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateSunday, August 10, 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 ServicesCoaching in the field of online businesses; Education services, namely, providing online courses, books and memberships in the field of income generating activities; Providing information on-line relating to educational opportunities; Education services, namely, providing on-line courses, books, and memberships in the field of passive income opportunities; Educational and entertainment services, namely, providing motivational and educational speakers in the field of self- and personal improvement; Education services, namely, providing classes, seminars, workshops in the field of business, entrepreneurship, passive income; Education services, namely, providing training materials, books, courses, in the field of financial services; Educational services, namely, providing classes, seminars, workshops, presentations and retreats in the field of financial planning

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateSunday, August 10, 2025
Primary Code041
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameStohler Wealth Systems, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAustin, TX 78727

Trademark Events


Event DateEvent Description
Sunday, August 10, 2025NEW APPLICATION ENTERED
Sunday, August 10, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sunday, August 10, 2025APPLICATION FILING RECEIPT MAILED