
| Serial Number | 97484345 |
| Word Mark | HOLISTIC ADVISORY FINANCIAL INDEPENDENCE |
| Filing Date | Thursday, June 30, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 5, 2024 |
| Registration Number | 7323830 |
| Registration Date | Tuesday, March 5, 2024 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 30, 2023 |
| Goods and Services | financial 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" |
| 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, July 20, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, May 3, 2023 |
| First Use In Commerce Date | Wednesday, May 3, 2023 |
| Party Name | Holistic Advisory, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenville, SC 29601 |
| Party Name | Holistic Advisory, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenville, SC 29601 |
| Party Name | Holistic Advisory, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Greenville, SC 29601 |
| Event Date | Event Description |
| Tuesday, March 5, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, March 5, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, February 1, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Wednesday, January 31, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, January 24, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, January 4, 2024 | USE AMENDMENT FILED |
| Wednesday, January 24, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, January 4, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, July 25, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, May 30, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 30, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 10, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, April 21, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, April 21, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Friday, April 21, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, April 21, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Friday, April 21, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, April 13, 2023 | ASSIGNED TO EXAMINER |
| Wednesday, July 20, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, July 4, 2022 | NEW APPLICATION ENTERED |