HOLISTIC ADVISORY FINANCIAL INDEPENDENCE Trademark

Trademark Overview


On Thursday, June 30, 2022, a trademark application was filed for HOLISTIC ADVISORY FINANCIAL INDEPENDENCE with the United States Patent and Trademark Office. The USPTO has given the HOLISTIC ADVISORY FINANCIAL INDEPENDENCE trademark a serial number of 97484345. The federal status of this trademark filing is REGISTERED as of Tuesday, March 5, 2024. This trademark is owned by Holistic Advisory, LLC. The HOLISTIC ADVISORY FINANCIAL INDEPENDENCE trademark is filed in the Insurance & Financial Services category with the following description:

financial advisory and consultancy services in the field of investment advice, financial planning, tax and accounting services, and estate planning; insurance services
holistic advisory financial independence

General Information


Serial Number97484345
Word MarkHOLISTIC ADVISORY FINANCIAL INDEPENDENCE
Filing DateThursday, June 30, 2022
Status700 - REGISTERED
Status DateTuesday, March 5, 2024
Registration Number7323830
Registration DateTuesday, March 5, 2024
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 30, 2023

Trademark Statements


Goods and Servicesfinancial advisory and consultancy services in the field of investment advice, financial planning, tax and accounting services, and estate planning; insurance services
Disclaimer with Predetermined Text"HOLISTIC ADVISORY"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 20, 2022
Primary Code036
First Use Anywhere DateWednesday, May 3, 2023
First Use In Commerce DateWednesday, May 3, 2023

Trademark Owner History


Party NameHolistic Advisory, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressGreenville, SC 29601

Party NameHolistic Advisory, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressGreenville, SC 29601

Party NameHolistic Advisory, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressGreenville, SC 29601

Trademark Events


Event DateEvent Description
Tuesday, March 5, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, March 5, 2024REGISTERED-PRINCIPAL REGISTER
Thursday, February 1, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, January 31, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, January 24, 2024STATEMENT OF USE PROCESSING COMPLETE
Thursday, January 4, 2024USE AMENDMENT FILED
Wednesday, January 24, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, January 4, 2024TEAS STATEMENT OF USE RECEIVED
Tuesday, July 25, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, May 30, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 30, 2023PUBLISHED FOR OPPOSITION
Wednesday, May 10, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, April 21, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, April 21, 2023EXAMINER'S AMENDMENT ENTERED
Friday, April 21, 2023NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, April 21, 2023EXAMINERS AMENDMENT E-MAILED
Friday, April 21, 2023EXAMINERS AMENDMENT -WRITTEN
Thursday, April 13, 2023ASSIGNED TO EXAMINER
Wednesday, July 20, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, July 4, 2022NEW APPLICATION ENTERED