GROUNDWORK

Live / Applied — New application — not yet assigned to an examiner (as of 15 Mar 2026)

What this means for you

Not registered yet, but its 15 Mar 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
99703135
Mark type
Stylized text
Filed
15 Mar 2026

Goods and services

  • Class 041 — Education and entertainment services: Educational services, namely, providing training, workshops, and methodology-based programs for financial planners, estate planners, and wealth advisors in the field of wealth identity and the psychological and relational dimensions of wealth; providing online and in-person coaching and certification programs for financial professionals in the field of wealth identity assessment and behavioral finance.
  • Class 042 — Scientific and technological services: Providing online software for use by financial planners and wealth advisors for collecting, analyzing, and synthesizing client information related to wealth identity, money beliefs, and behavioral patterns for the purpose of generating client assessment reports; software as a service featuring tools for wealth identity assessment and client profiling in the field of financial planning and wealth management.

Owner

Prosecution history

  • 15 Mar 2026 — APPLICATION FILING RECEIPT MAILED
  • 15 Mar 2026 — NEW APPLICATION ENTERED

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