| Serial Number | 97099609 |
| Word Mark | HOLDFAST |
| Filing Date | Friday, October 29, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 27, 2023 |
| Registration Number | 7089593 |
| Registration Date | Tuesday, June 27, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 11, 2023 |
| Goods and Services | 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; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning and investment advisory services; On-line financial planning services; 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 |
| 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 | Wednesday, November 10, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, July 1, 2013 |
| First Use In Commerce Date | Monday, July 1, 2013 |
| Party Name | Holdfast Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78731 |
| Party Name | Holdfast Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78731 |
| Party Name | Holdfast Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78731 |
| Event Date | Event Description |
| Tuesday, June 27, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, June 27, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 11, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 11, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 22, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, March 9, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 7, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, March 7, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 6, 2023 | ASSIGNED TO LIE |
| Thursday, December 22, 2022 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Thursday, December 22, 2022 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, December 22, 2022 | FINAL REFUSAL E-MAILED |
| Thursday, December 22, 2022 | FINAL REFUSAL WRITTEN |
| Wednesday, December 21, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, December 21, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, December 21, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, August 9, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, August 9, 2022 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 9, 2022 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 9, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, November 10, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 2, 2021 | NEW APPLICATION ENTERED |