| Serial Number | 99114285 |
| Word Mark | H |
| Filing Date | Tuesday, April 1, 2025 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 23, 2026 |
| Registration Number | 8318631 |
| Registration Date | Tuesday, June 23, 2026 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 30, 2025 |
| Goods and Services | Business strategic planning services; Tax and taxation planning, advice, information and consultancy services |
| Description of Mark | The mark consists of a stylized letter “H” wherein the right leg of the letter “H” comprises an arrow pointing to the right. |
| Goods and Services | Financial planning for retirement; Investment management; Estate trust planning; Insurance consultation; Financial risk management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, April 1, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, March 31, 2025 |
| First Use In Commerce Date | Monday, March 31, 2025 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, April 1, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 31, 2025 |
| First Use In Commerce Date | Monday, March 31, 2025 |
| Party Name | Holistic Planning, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Nacogdoches, TX 75965 US |
| Party Name | Holistic Planning, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Nacogdoches, TX 75965 US |
| Party Name | Holistic Planning, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Nacogdoches, TX 75965 US |
| Event Date | Event Description |
| Tuesday, April 1, 2025 | NEW APPLICATION ENTERED |
| Tuesday, April 1, 2025 | APPLICATION FILING RECEIPT MAILED |
| Thursday, August 14, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 14, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, August 28, 2025 | ASSIGNED TO EXAMINER |
| Thursday, August 28, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 24, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 30, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 30, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 25, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, December 3, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, December 3, 2025 | USE AMENDMENT FILED |
| Tuesday, April 28, 2026 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, May 29, 2026 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, May 29, 2026 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, June 23, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 23, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |