INVESTING THAT ELEVATES

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 18 Mar 2025 filing date already counts against anyone who files later.

Record

Serial number

99090554

Mark type

Stylized text

Filed

18 Mar 2025

Published for opposition

16 Sept 2025

Attorney of record

Michael E. Dockins

Goods and services

• Class 036 — Insurance and financial services: 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, 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

Owner

• OneAscent Holdings, LLC, Birmingham, AL, US
• OneAscent Holdings, LLC, Birmingham, AL, US

Prosecution history

• 11 Nov 2025 — TEAS STATEMENT OF USE RECEIVED
• 11 Nov 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
• 16 Sept 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 16 Sept 2025 — PUBLISHED FOR OPPOSITION
• 10 Sept 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
• 18 Aug 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 18 Aug 2025 — ASSIGNED TO EXAMINER
• 18 Mar 2025 — APPLICATION FILING RECEIPT MAILED
• 18 Mar 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 18 Mar 2025 — NEW APPLICATION ENTERED