ALTRUIST CORP logo

ALTRUIST CORP

22 Marks
Corp.
First Filed:Mar 8, 2002Latest Filed:Oct 14, 2025Address:3030 La Cienega Blvd., Culver City, CA 90232, US

Portfolio Overview

Registered
13(59%)
Pending
5(23%)
Dead
4(18%)

Top Classes

Class 42
Software, IT Services & Scientific Research
8(36%)
Class 36
Insurance, Financial Services & Real Estate
6(27%)
Class 9
Electronics, Software & Scientific Equipment
5(23%)

TTAB Proceedings

No litigation activity

Top Firms

Patterson & Sheridan, LLP(Oct 2025)
21
WILSON SONSINI GOODRICH & RO...(Mar 2002)
1

Trademark Activity Timeline(2002 – 2026)

Trademark Portfolio

22 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
ALTRUIST WEALTH
ALTRUIST WEALTH
Service Mark
Word
PENDING
Owner:
Serial:99442145
Filed:Oct 14, 2025
Classes:36
Goods & Services
Class 036: Financial analysis and consultation; Financial management; Financial planning; Financial portfolio management; Investment advice; Investment consultation; Investment management; Investment of funds for others
THE BREAKAWAY CHRONICLES
THE BREAKAWAY CHRONICLES
Service Mark
Word
REGISTERED
Owner:
Serial:99311218
Filed:Jul 30, 2025
Classes:41
Registration:8151821
Registered:Feb 24, 2026
Goods & Services
Entertainment services, namely, providing podcasts and video podcasts in the field of businesses for providing financial advice strategies, namely, in the field of storytelling related to businesses for providing financial advice and providing business strategies as it relates to providing financial services.
ALTRUIST ACADEMY
ALTRUIST ACADEMY
Service Mark
Word
REGISTERED
Owner:
Serial:99294302
Filed:Jul 21, 2025
Classes:41
Registration:8150754
Registered:Feb 24, 2026
Goods & Services
Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of business strategies as it relates to providing financial services, namely, practice development and growth strategies, client development strategies, investment strategies, marketing strategies, administrative strategies, staffing strategies, financial services tool development strategies, and strategies to streamline providing financial services to others
ALTRUIST FORUM
ALTRUIST FORUM
Service Mark
Word
REGISTERED
Owner:
Serial:99294305
Filed:Jul 21, 2025
Classes:41
Registration:8150755
Registered:Feb 24, 2026
Goods & Services
Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of business strategies as it relates to providing financial services, namely, practice development and growth strategies, client development strategies, investment strategies, marketing strategies, administrative strategies, staffing strategies, financial services tool development strategies, and strategies to streamline providing financial services to others
HAZEL
HAZEL
Service Mark
Word
PENDING
Owner:
Serial:99294259
Filed:Jul 21, 2025
Classes:42
Goods & Services
Platform as a service (PAAS) featuring computer software platforms for providing financial services, namely, financial services and investment tools, financial planning tools, financial portfolio management tools, financial services and investment research tools, custodial services, and financial and investment-related administrative tools.; Artificial intelligence as a service (AIAS) featuring software using artificial intelligence for automating tasks related to providing financial services; Artificial intelligence as a service (AIAS) featuring software using artificial intelligence for automating administrative tasks related to providing financial services, namely, for automating meeting scheduling and preparation, notetaking, corresponding with clients, and syncing client interactions with a customer relationship management (CRM) platform; Artificial intelligence as a service (AIAS) featuring software using artificial intelligence for analyzing data and interacting with financial advisors to assist in providing financial services
SHAREHOLDERS SERVICE GROUP
PENDING
Owner:
Serial:99294265
Filed:Jul 21, 2025
Classes:35, 42
Goods & Services
Business strategy development services relating to providing financial services.; Platform as a service (PAAS) featuring computer software platforms for providing financial services, namely, financial services and investment tools, financial planning tools, financial portfolio management tools, financial services and investment research tools, custodial services, and financial and investment-related administrative tools.
SSG
SSG
Service Mark
Word
PENDING
Owner:
Serial:99294268
Filed:Jul 21, 2025
Classes:35, 42
Goods & Services
Business strategy development services relating to providing financial services.; Platform as a service (PAAS) featuring computer software platforms for providing financial services, namely, financial services and investment tools, financial planning tools, financial portfolio management tools, financial services and investment research tools, custodial services, and financial and investment-related administrative tools.
STRONGER RELATIONSHIPS. BETTER OUTCOMES.
Owner:
Serial:99294294
Filed:Jul 21, 2025
Classes:42
Goods & Services
Business strategy development services relating to providing financial services.; Platform as a service (PAAS) featuring computer software platforms for providing financial services, namely, financial services and investment tools, financial planning tools, financial portfolio management tools, financial services and investment research tools, custodial services, and financial and investment-related administrative tools.
THE ADVISOR JOURNEY
THE ADVISOR JOURNEY
Trademark
Word
REGISTERED
Owner:
Serial:99294274
Filed:Jul 21, 2025
Classes:9, 41
Registration:8150748
Registered:Feb 24, 2026
Goods & Services
Entertainment services, namely, providing podcasts and video podcasts in the field of business strategies, namely, business strategies as it relates to providing financial services; Downloadable podcasts in the field of business strategies, namely, business strategies as it relates to providing financial services.
FEEL GOOD ABOUT YOUR FINANCIAL ADVICE.
Owner:
Serial:88300540
Filed:Feb 13, 2019
Classes:42
FEEL GOOD ABOUT YOUR FINANCIAL ADVICE.
REGISTERED
Owner:
Serial:88300535
Filed:Feb 13, 2019
Classes:36
Registration:6025269
Registered:Mar 31, 2020
Goods & Services
Investment brokerage; Financial investment brokerage services; Financial investment brokerage; Brokerage services for capital investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, ETFs, currencies, commodities, real estate, futures, and other securities, and the investment of funds of others; Brokerage services in the field of securities and commodities investing; Brokerage services in the field of stocks, bonds, options, ETFs, currencies, commodities, real estate, futures, and other securities, and the investment of funds of others; Financial planning and investment advisory services; 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, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; 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; and 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
FEEL GOOD ABOUT YOUR FINANCIAL ADVICE.
Owner:
Serial:88300531
Filed:Feb 13, 2019
Classes:9
FEEL GOOD ABOUT YOUR MONEY.
REGISTERED
Owner:
Serial:88300498
Filed:Feb 13, 2019
Classes:42
Registration:6125494
Registered:Aug 11, 2020
Goods & Services
Platform as a service (PAAS) featuring computer software financial services platforms for trading financial instruments, for the management of investments, that provides a free trading platform for trading stocks, bonds, ETFs, mutual funds, fixed income, currencies, commodities, and real estate, for reducing taxes, reducing fees, and reducing risk, for the brokerage of investments, securities, stocks, bonds, capital investments, commodities, and equities, for the trading of investments, securities, stocks, bonds, capital investments, commodities, and equities and for providing information in the field of finance, securities trading, investments, and securities brokerage
FEEL GOOD ABOUT YOUR MONEY.
ABANDONED
Owner:
Serial:88300484
Filed:Feb 13, 2019
Classes:9
FEEL GOOD ABOUT YOUR MONEY.
REGISTERED
Owner:
Serial:88300491
Filed:Feb 13, 2019
Classes:36
Registration:6201114
Registered:Nov 17, 2020
Goods & Services
Investment brokerage; Financial investment brokerage services; Financial investment brokerage; Brokerage services for capital investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, ETFs, currencies, commodities, real estate, futures, and other securities, and the investment of funds of others; Brokerage services in the field of securities and commodities investing; Brokerage services in the field of stocks, bonds, options, ETFs, currencies, commodities, real estate, futures, and other securities, and the investment of funds of others; Financial planning and investment advisory services; 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, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; 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; and 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
THE WAY MONEY SHOULD FEEL.
REGISTERED
Owner:
Serial:88300507
Filed:Feb 13, 2019
Classes:9
Registration:6201115
Registered:Nov 17, 2020
Goods & Services
Downloadable financial services application; downloadable mobile applications for trading financial instruments; downloadable mobile applications for the management of investments; downloadable mobile applications that provides free a trading platform for trading stocks, bonds, ETFs, mutual funds, fixed income, currencies, commodities, and real estate; downloadable financial services mobile application for reducing taxes, reducing fees, and reducing risk; downloadable mobile applications for the brokerage of investments, securities, stocks, bonds, capital investments, commodities, and equities; downloadable mobile applications for the trading of investments, securities, stocks, bonds, capital investments, commodities, and equities; downloadable mobile applications for providing information in the field of finance, securities trading, investments, and securities brokerage
THE WAY MONEY SHOULD FEEL.
REGISTERED
Owner:
Serial:88300513
Filed:Feb 13, 2019
Classes:36
Registration:6201116
Registered:Nov 17, 2020
Goods & Services
Investment brokerage; Financial investment brokerage services; Financial investment brokerage; Brokerage services for capital investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, ETFs, currencies, commodities, real estate, futures, and other securities, and the investment of funds of others; Brokerage services in the field of securities and commodities investing; Brokerage services in the field of stocks, bonds, options, ETFs, currencies, commodities, real estate, futures, and other securities, and the investment of funds of others; Financial planning and investment advisory services; 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, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; 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; and 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
THE WAY MONEY SHOULD FEEL.
REGISTERED
Owner:
Serial:88300523
Filed:Feb 13, 2019
Classes:42
Registration:6125495
Registered:Aug 11, 2020
Goods & Services
Platform as a service (PAAS) featuring computer software financial services platforms for trading financial instruments, for the management of investments, that provides a free trading platform for trading stocks, bonds, ETFs, mutual funds, fixed income, currencies, commodities, and real estate, for reducing taxes, reducing fees, and reducing risk, for the brokerage of investments, securities, stocks, bonds, capital investments, commodities, and equities, for the trading of investments, securities, stocks, bonds, capital investments, commodities, and equities and for providing information in the field of finance, securities trading, investments, and securities brokerage
WHAT FINANCIAL ADVICE SHOULD BE.
REGISTERED
Owner:
Serial:88300551
Filed:Feb 13, 2019
Classes:36
Registration:6034939
Registered:Apr 14, 2020
Goods & Services
Investment brokerage; Financial investment brokerage services; Financial investment brokerage; Brokerage services for capital investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, ETFs, currencies, commodities, real estate, futures, and other securities, and the investment of funds of others; Brokerage services in the field of securities and commodities investing; Brokerage services in the field of stocks, bonds, options, ETFs, currencies, commodities, real estate, futures, and other securities, and the investment of funds of others; Financial planning and investment advisory services; 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, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; 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; and 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
WHAT FINANCIAL ADVICE SHOULD BE.
ABANDONED
Owner:
Serial:88300544
Filed:Feb 13, 2019
Classes:9
WHAT FINANCIAL ADVICE SHOULD BE.
REGISTERED
Owner:
Serial:88300559
Filed:Feb 13, 2019
Classes:42
Registration:6125496
Registered:Aug 11, 2020
Goods & Services
Platform as a service (PAAS) featuring computer software financial services platforms for trading financial instruments, for the management of investments, that provides a free trading platform for trading stocks, bonds, ETFs, mutual funds, fixed income, currencies, commodities, and real estate, for reducing taxes, reducing fees, and reducing risk, for the brokerage of investments, securities, stocks, bonds, capital investments, commodities, and equities, for the trading of investments, securities, stocks, bonds, capital investments, commodities, and equities and for providing information in the field of finance, securities trading, investments, and securities brokerage
ALTRUIST
ALTRUIST
Service Mark
Word
REGISTERED
Owner:
Serial:78113484
Filed:Mar 8, 2002
Classes:36
Registration:2775471
Registered:Oct 21, 2003
Goods & Services
Financial analysis and consultation; Financial management; Financial planning; Financial portfolio management; Investment advice; Investment consultation; Investment management; Investment of funds for others

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