NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
05/19/2026
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Official data from USPTO
INVESTING THAT ELEVATES
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
INVESTING THAT ELEVATES
ST13
US500000099090554Class
36
Filing
99090554
Registration
8267051
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
16
Latest update
05/19/2026
Trademark type
Word
Nice classes
36
Filing date
03/18/2025
Registration date
05/19/2026
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/19/2026
Last transaction
05/19/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
2023-00-00
First use in commerce
2023-00-00
Drawing code
4
Owner type
16
Owner location
Birmingham, AL, US
Examiner
WELLS, KELLEY L
Law office
M90
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
OneAscent Holdings, LLC
Representatives
Michael E. Dockins Shumaker, Loop & Kendrick
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Capital investment consultancy; Capital investment services; Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial affairs and monetary affairsfinancial informationmanagement 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 servicesassisting others with the completion of financial transactions for stocksbondssecurities and equities; Financial serviceswealth management services; Financial advisory and consultancy servicesthe creation of personalized strategies to achieve financial independence; Insurance consultancy; Investment consultancy; Investment management; Investment servicesasset acquisitionconsultationdevelopment 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 productstrading of and investments in securities and financial instruments and products for others; Providing financial services with respect to securities and other financial instruments and productsmoney 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 servicesasset and investment acquisitionconsultationadvisory and development; Financial consultation in the field of environmental managementadvising business and individuals on issues of portfolio planning and investment planning; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial serviceslife insurance settlement services; Financial servicesproviding an investment option available for variable annuity and variable life insurance products; Fund investment consultation
Publications
History of USPTO decisions and trademark events.
16 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
05/19/2026
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
04/28/2026
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
04/28/2026
SUPC
STATEMENT OF USE PROCESSING COMPLETE
04/14/2026
IUAF
USE AMENDMENT FILED
11/11/2025
EISU
TEAS STATEMENT OF USE RECEIVED
11/11/2025
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
11/11/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09/16/2025
PUBO
PUBLISHED FOR OPPOSITION
09/16/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
09/10/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/18/2025
DOCK
ASSIGNED TO EXAMINER
08/18/2025
MAFR
APPLICATION FILING RECEIPT MAILED
03/18/2025
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
03/18/2025
NWAP
NEW APPLICATION ENTERED
03/18/2025
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