THE VALUES-ALIGNED JOURNEY
Live / Applied — New application — not yet assigned to an examiner (as of 21 Jan 2026)
What this means for you
Not registered yet, but its 21 Jan 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99607264
- Mark type
- Stylized text
- Filed
- 21 Jan 2026
- Attorney of record
- Michael E. Dockins
Goods and services
- Class 036 — Insurance and financial 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
Owner
- OneAscent Holdings, LLC, Birmingham, AL, US
Prosecution history
- 21 Jan 2026 — APPLICATION FILING RECEIPT MAILED
- 21 Jan 2026 — NEW APPLICATION ENTERED