THE VALUES-ALIGNED JOURNEY Trademark
Trademark Overview
On Wednesday, January 21, 2026, a trademark application was filed for THE VALUES-ALIGNED JOURNEY with the United States Patent and Trademark Office. The USPTO has given the THE VALUES-ALIGNED JOURNEY trademark a serial number of 99607264. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, January 21, 2026. This trademark is owned by OneAscent Holdings, LLC. The THE VALUES-ALIGNED JOURNEY trademark is filed in the Insurance & Financial Services category with the following description:
Financial administration of retirement plans; Financial advice; Financial advisory and consultancy 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; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; 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 information in the field of employee financial benefit plans and administration of employee financial benefit plans for cli...
General Information
| Serial Number | 99607264 |
| Word Mark | THE VALUES-ALIGNED JOURNEY |
| Filing Date | Wednesday, January 21, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, January 21, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial administration of retirement plans; Financial advice; Financial advisory and consultancy 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; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; 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 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 |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, January 21, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, September 30, 2024 |
| First Use In Commerce Date | Monday, September 30, 2024 |
Trademark Owner History
| Party Name | OneAscent Holdings, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Birmingham, AL 35242 |
Trademark Events
| Event Date | Event Description |
| Wednesday, January 21, 2026 | NEW APPLICATION ENTERED |
| Wednesday, January 21, 2026 | APPLICATION FILING RECEIPT MAILED |
