| Serial Number | 86222797 |
| Word Mark | H HOLISTIC WEALTH ADVISORS YOUR PARTNERS IN PROSPERITY |
| Filing Date | Monday, March 17, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, September 17, 2021 |
| Registration Number | 4683904 |
| Registration Date | Tuesday, February 10, 2015 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, November 25, 2014 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "HOLISTIC WEALTH ADVISORS" |
| Description of Mark | The mark consists of a circular design with the character "H" within the design. Directly to the right is the wording "Holistic Wealth Advisors" in stylized font. Directly below is the wording "Your Partners In Prosperity" in stylized font. |
| Goods and Services | Estate planning; Financial management; 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, wealth management services |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, September 17, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, January 1, 2010 |
| First Use In Commerce Date | Tuesday, June 1, 2010 |
| Party Name | Holistic Wealth Advisors |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Clifton Park, NY 12065 |
| Party Name | Holistic Wealth Advisors |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Clifton Park, NY 12065 |
| Party Name | Holistic Wealth Advisors |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Clifton Park, NY 12065 |
| Event Date | Event Description |
| Friday, September 17, 2021 | CANCELLED SEC. 8 (6-YR) |
| Monday, February 10, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 10, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, November 25, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 25, 2014 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 5, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 21, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, October 21, 2014 | ASSIGNED TO LIE |
| Wednesday, October 1, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 1, 2014 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, October 1, 2014 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 1, 2014 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, October 1, 2014 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, September 19, 2014 | ASSIGNED TO EXAMINER |
| Friday, September 12, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, September 11, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, September 11, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, June 19, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 19, 2014 | NON-FINAL ACTION E-MAILED |
| Thursday, June 19, 2014 | NON-FINAL ACTION WRITTEN |
| Thursday, June 19, 2014 | ASSIGNED TO EXAMINER |
| Wednesday, April 2, 2014 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, April 1, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, March 20, 2014 | NEW APPLICATION ENTERED IN TRAM |