Clarity 2 Prosperity, LLC logo

Clarity 2 Prosperity, LLC

17 Live Marks
28 on record
LLC
First Filed:Jan 3, 2011Latest Filed:Jan 30, 2026Address:30400 Detroit Road, Suite 201, Westlake, OH 44145, US

Portfolio Overview

Top Classes

Class 41
Education and Entertainment
19(68%)
Class 36
Insurance, Financial Services & Real Estate
9(32%)
Class 35
Advertising, Business Services & Retail
2(7%)

TTAB Proceedings

Proceedings
1
As Plaintiff
0(0%)
As Defendant
1(100%)

Top Firms

Loading...

Trademark Activity Timeline(2011 – 2026)

Trademark Portfolio

28 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
THE $100 MILLION CLUB
THE $100 MILLION CLUB
Service Mark
Stylized
REGISTERED
Owner:
Serial:99625314
Filed:Jan 30, 2026
Classes:41
Registration:8400461
Registered:Aug 18, 2026
Description: Membership club services, namely, providing training to members in the field of financial and investment services, namely, asset and investment acquisition, consultation, advisory and development
THE FAMILY ESTATE ORGANIZER
THE FAMILY ESTATE ORGANIZER
Service Mark
Combined
REGISTERED
Owner:
Serial:98747781
Filed:Sep 12, 2024
Classes:36, 41
Registration:7925285
Registered:Sep 2, 2025
Description: Education services, namely, providing live and on-line classes, seminars and workshops in the field of financial planning to financial advisors; education services, namely, providing classes, seminars, workshops in the field of financial planning to financial advisors offered through online, non-downloadable videos; and education services, namely, classes, seminars and workshops in the field of financial planning to financial advisors; Financial planning consultation
ADVISOR CAREER PATH & COMPENSATION
ADVISOR CAREER PATH & COMPENSATION
Service Mark
Combined
REGISTERED
Owner:
Serial:98119924
Filed:Aug 7, 2023
Classes:41
Registration:7462292
Registered:Jul 30, 2024
Description: Educational services, namely, providing live and on-line classes, seminars and workshops in the fields of financial planning
RESPONSIBILITY AGREEMENTS & POSITION CONTRACTS
RESPONSIBILITY AGREEMENTS & POSITION CONTRACTS
Service Mark
Combined
ABANDONED
Owner:
Serial:97368618
Filed:Apr 18, 2022
Classes:41
THE 3 COLOR SCHEDULING SYSTEM
THE 3 COLOR SCHEDULING SYSTEM
Service Mark
Combined
REGISTERED
Owner:
Serial:90696578
Filed:May 7, 2021
Classes:41
Registration:6717935
Registered:May 3, 2022
Description: Educational services, namely, training financial advisors in the field of time management
THE $100 MILLION CLUB
THE $100 MILLION CLUB
Service Mark
Stylized
REGISTERED
Owner:
Serial:90448118
Filed:Jan 5, 2021
Classes:41
Registration:6480895
Registered:Sep 7, 2021
Description: Membership club services, namely, providing training to members via live meetings, conference calls, workbooks and summary reports in the field of financial and investment services, namely, asset and investment acquisition, consultation, advisory and development
BPC
BPC
Certification
Word
ABANDONED
Owner:
Serial:90099629
Filed:Aug 7, 2020
Classes:N/A
BUCKETPLANNING
BUCKETPLANNING
Service Mark
Word
ABANDONED
Owner:
Serial:88886594
Filed:Apr 24, 2020
Classes:36
BUCKET PLAN CERTIFIED
BUCKET PLAN CERTIFIED
Certification
Word
REGISTERED
Owner:
Serial:88864348
Filed:Apr 8, 2020
Classes:
Registration:6292354
Registered:Mar 16, 2021
Description: Class B: Financial planning services
RIGHTFIT ADVISOR
RIGHTFIT ADVISOR
Service Mark
Combined
REGISTERED
Owner:
Serial:88773312
Filed:Jan 25, 2020
Classes:35
Registration:6124294
Registered:Aug 11, 2020
Description: Business consultancy to financial advisors pertaining to searching for, interviewing, hiring, onboarding, training and managing new financial advisors
THE TAX CLIENT CONVERSION
THE TAX CLIENT CONVERSION
Service Mark
Combined
REGISTERED
Owner:
Serial:88641555
Filed:Oct 3, 2019
Classes:41
Registration:6052269
Registered:May 12, 2020
Description: Education services, namely, providing live and on-line, nondownloadable e-learning modules, seminars and webinars in the field of financial planning to financial advisors
THE TAX PRACTICE BUILDER
THE TAX PRACTICE BUILDER
Service Mark
Combined
REGISTERED
Owner:
Serial:88641541
Filed:Oct 3, 2019
Classes:41
Registration:6198266
Registered:Nov 17, 2020
Description: Education services, namely, providing live and on-line, nondownloadable e-learning modules, seminars and webinars in the field of financial planning to financial advisors
BEST INTEREST PROCESS CERTIFIED
BEST INTEREST PROCESS CERTIFIED
Service Mark
Word
ABANDONED
Owner:
Serial:88519056
Filed:Jul 17, 2019
Classes:36
Description: "PROCESS CERTIFIED"
BIPC
BIPC
Service Mark
Word
ABANDONED
Owner:
Serial:88519082
Filed:Jul 17, 2019
Classes:36
RAIN MAKER MULTIPLIER
RAIN MAKER MULTIPLIER
Service Mark
Combined
REGISTERED
Owner:
Serial:88375961
Filed:Apr 8, 2019
Classes:41
Registration:6161312
Registered:Sep 29, 2020
Description: Educational services, namely, conducting classes, seminars, conferences and workshops in the field of financial planning, and distribution of training materials in connection therewith
ATTORNEY ADVISOR ALLIANCE
ATTORNEY ADVISOR ALLIANCE
Service Mark
Combined
REGISTERED
Owner:
Serial:87464997
Filed:May 25, 2017
Classes:41
Registration:5489798
Registered:Jun 12, 2018
Description: Education services, namely, training financial advisors how to work with attorneys to identify and attract potential future clients
LINKS 2 SUCCESS
LINKS 2 SUCCESS
Service Mark
Combined
REGISTERED
Owner:
Serial:87464498
Filed:May 25, 2017
Classes:41
Registration:5489790
Registered:Jun 12, 2018
Description: Education services, namely, training financial advisors how to use the hobby of golf to identify and attract potential clients
THE BUCKET PLAN NOW SOON LATER $ $ $ SAFE + LIQUID CONSERVATIVE + INCOME LONG TERM GROWTH + LEGACY PLANNING BEST INTEREST PROCESS
THE BUCKET PLAN NOW SOON LATER $ $ $ SAFE + LIQUID CONSERVATIVE + INCOME LONG TERM GROWTH + LEGACY PLANNING BEST INTEREST PROCESS
Service Mark
Combined
CANCELLED
Owner:
Serial:87464055
Filed:May 25, 2017
Classes:41
Registration:5522312
Registered:Jul 24, 2018
Description: Education services, namely, providing live and on-line, non-downloadable e-learning modules and webinars in the field of financial planning to financial advisors; Financial planning consultation; "PLAN NOW SOON LATER" AND "$ SAFE LIQUID" AND "$ CONSERVATIVE INCOME" AND "$ LONGTERM GROWTH" AND "LEGACY PLANNING" AND "PROCESS"
THE FAMILY ESTATE ORGANIZER
THE FAMILY ESTATE ORGANIZER
Service Mark
Combined
CANCELLED
Owner:
Serial:87464571
Filed:May 25, 2017
Classes:41
Registration:5500646
Registered:Jun 26, 2018
Description: Education services, namely, providing live and on-line classes, seminars and workshops in the field of financial planning to financial advisors; education services, namely, providing classes, seminars, workshops in the field of financial planning to financial advisors offered through online, non-downloadable videos; and education services, namely, classes, seminars and workshops in the field of financial planning to financial advisors; Financial planning consultation; "THE FAMILY ESTATE ORGANIZER"
THE FAMILY SUCCESSION PLAN
THE FAMILY SUCCESSION PLAN
Service Mark
Combined
REGISTERED
Owner:
Serial:87463872
Filed:May 25, 2017
Classes:36, 41
Registration:5500640
Registered:Jun 26, 2018
Description: Education services, namely, providing live and on-line classes, seminars and workshops in the field of financial planning to financial advisors; education services, namely, providing classes, seminars, workshops in the field of financial planning to financial advisors offered through online, non-downloadable videos; and education services, namely, classes, seminars and workshops in the field of financial planning to financial advisors; Financial planning consultation
THE HOLISTIC PLANNING PROCESS CLARITY 2PROSPERITY
THE HOLISTIC PLANNING PROCESS CLARITY 2PROSPERITY
Service Mark
Combined
ABANDONED
Owner:
Serial:87464332
Filed:May 25, 2017
Classes:41
THE REFERRAL EXPERIENCE
THE REFERRAL EXPERIENCE
Service Mark
Combined
REGISTERED
Owner:
Serial:87464655
Filed:May 25, 2017
Classes:41
Registration:5489793
Registered:Jun 12, 2018
Description: Education services, namely, training financial advisors how to use existing clients to identify and attract potential future clients
THE TEAMWORK MOVEMENT
THE TEAMWORK MOVEMENT
Service Mark
Combined
CANCELLED
Owner:
Serial:86457625
Filed:Nov 18, 2014
Classes:41
Registration:4780981
Registered:Jul 28, 2015
Description: Educational services, namely, providing online e-learning modules, webinars and live training seminars and programs in the fields of practice management and building a good staff of employees in financial advisory firms
10K BOOMERS A DAY OPPORTUNITY
10K BOOMERS A DAY OPPORTUNITY
Service Mark
Combined
REGISTERED
Owner:
Serial:86456761
Filed:Nov 17, 2014
Classes:41
Registration:4780974
Registered:Jul 28, 2015
Description: Educational services, namely, providing online e-learning modules, webinars and live training seminars in the fields of Medicare supplement marketing, and hiring and promoting skilled insurance agents and building leads for financial advising practices
CLARITY 2 PROSPERITY MASTERMIND GROUP
CLARITY 2 PROSPERITY MASTERMIND GROUP
Service Mark
Combined
CANCELLED
Owner:
Serial:86362979
Filed:Aug 11, 2014
Classes:35
Registration:4730710
Registered:May 5, 2015
Description: "GROUP"
TAX PRACTICE BUILDER
TAX PRACTICE BUILDER
Service Mark
Combined
CANCELLED
Owner:
Serial:86343313
Filed:Jul 21, 2014
Classes:41
Registration:4824993
Registered:Oct 6, 2015
Description: "TAX PRACTICE BUILDER"
THE BUCKET PLAN
THE BUCKET PLAN
Service Mark
Word
REGISTERED
Owner:
Serial:86144772
Filed:Dec 16, 2013
Classes:36
Registration:4579673
Registered:Aug 5, 2014
Description: Estate planning; Financial planning
CLARITY 2 PROSPERITY
CLARITY 2 PROSPERITY
Service Mark
Word
REGISTERED
Owner:
Serial:85209475
Filed:Jan 3, 2011
Classes:36
Registration:3997931
Registered:Jul 19, 2011
Description: Estate planning; Financial planning