HOLISTIC FINANCIAL COACH PROGRAM Trademark

Trademark Overview


On Monday, September 16, 2024, a trademark application was filed for HOLISTIC FINANCIAL COACH PROGRAM with the United States Patent and Trademark Office. The USPTO has given the HOLISTIC FINANCIAL COACH PROGRAM trademark a serial number of 98752495. The federal status of this trademark filing is REGISTERED as of Tuesday, February 25, 2025. This trademark is owned by Equitable Holdings, Inc.. The HOLISTIC FINANCIAL COACH PROGRAM trademark is filed in the Education & Entertainment Services and Computer & Software Products & Electrical & Scientific Products categories with the following description:

Educational services, namely, conducting classes and seminars in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies; non-downloadable electronic publications, namely, newsletters, non-fiction books and study guides, all in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies

Electronic downloadable publications, namely, newsletters, non-fiction books and study guides, all in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies
holistic financial coach program

General Information


Serial Number98752495
Word MarkHOLISTIC FINANCIAL COACH PROGRAM
Filing DateMonday, September 16, 2024
Status700 - REGISTERED
Status DateTuesday, February 25, 2025
Registration Number7708733
Registration DateTuesday, February 25, 2025
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducational services, namely, conducting classes and seminars in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies; non-downloadable electronic publications, namely, newsletters, non-fiction books and study guides, all in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies
Goods and ServicesElectronic downloadable publications, namely, newsletters, non-fiction books and study guides, all in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateMonday, September 16, 2024
Primary Code041
First Use Anywhere DateMonday, October 31, 2022
First Use In Commerce DateMonday, October 31, 2022

International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateMonday, September 16, 2024
Primary Code009
First Use Anywhere DateMonday, October 31, 2022
First Use In Commerce DateMonday, October 31, 2022

Trademark Owner History


Party NameEquitable Holdings, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 10105

Party NameEquitable Holdings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10105

Trademark Events


Event DateEvent Description
Monday, September 16, 2024NEW APPLICATION ENTERED
Thursday, December 19, 2024ASSIGNED TO EXAMINER
Tuesday, January 14, 2025NON-FINAL ACTION WRITTEN
Tuesday, January 14, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, January 14, 2025NON-FINAL ACTION E-MAILED
Thursday, January 30, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, January 30, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, January 31, 2025APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Friday, January 31, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, February 25, 2025REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, February 25, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED
Monday, September 16, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED