GROUNDED IN PARTNERSHIP. GUIDED BY OPPORTUNITY.

What this record means

The record shows that the mark “GROUNDED IN PARTNERSHIP. GUIDED BY OPPORTUNITY.” is live and registered on the Principal Register under serial 98065258, owned by CCM ADMINISTRATIVE SERVICES, LLC, a Delaware limited liability company. The registration protects services in class 035, specifically the preparation of financial reports for others, and in class 036, covering investment advisory, wealth management, family office services, portfolio and risk management, and related financial planning and advice. A similar name would raise the closest concern for use in those financial advisory and reporting services. The record does not give the owner control over every use of the wording, only over the listed services. The most recent maintenance event was the notice of registration confirmation on October 15, 2024; no further dates are supplied. No enforcement actions, oppositions, or cancellations appear in the supplied history. For someone looking to use a similar name, the record indicates a meaningful risk of conflict if the services overlap with the registered financial advisory and reporting services.