HOLISTIC WEALTH PLANNING Trademark

Trademark Overview


On Friday, June 19, 2009, a trademark application was filed for HOLISTIC WEALTH PLANNING with the United States Patent and Trademark Office. The USPTO has given the HOLISTIC WEALTH PLANNING trademark a serial number of 77763897. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, January 22, 2021. The HOLISTIC WEALTH PLANNING trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning
holistic wealth planning

General Information


Serial Number77763897
Word MarkHOLISTIC WEALTH PLANNING
Filing DateFriday, June 19, 2009
Status710 - CANCELLED - SECTION 8
Status DateFriday, January 22, 2021
Registration Number3805029
Registration DateTuesday, June 15, 2010
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial planning

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, January 22, 2021
Primary Code036
First Use Anywhere DateMonday, January 1, 2007
First Use In Commerce DateMonday, January 1, 2007

Trademark Owner History


Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressPalm Beach, FL 33480

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressHazleton, PA 18202

Trademark Events


Event DateEvent Description
Friday, January 22, 2021CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Saturday, June 15, 2019COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, September 19, 2018APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, September 19, 2018TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, September 19, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, September 19, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, April 7, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, April 7, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, February 5, 2016NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Friday, February 5, 2016REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, February 5, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, January 7, 2016TEAS SECTION 8 RECEIVED
Tuesday, June 15, 2010REGISTERED-SUPPLEMENTAL REGISTER
Saturday, May 8, 2010LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, May 8, 2010NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Friday, May 7, 2010APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Friday, May 7, 2010USE AMENDMENT ACCEPTED
Wednesday, May 5, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, May 5, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 29, 2010TEAS AMENDMENT OF USE RECEIVED
Friday, April 30, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, April 30, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 29, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, March 8, 2010ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, March 8, 2010TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, November 20, 2009NOTIFICATION OF DISAPPROVAL - AMENDMENT TO USE E-MAILED
Friday, November 20, 2009DISAPPROVAL - AMENDMENT TO USE E-MAILED
Friday, November 20, 2009AMENDMENT OF ALLEGED USE DISAPPROVED
Friday, November 20, 2009NON-FINAL ACTION WRITTEN
Saturday, October 24, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, October 24, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, October 24, 2009ASSIGNED TO LIE
Friday, October 16, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, October 17, 2009AMENDMENT TO USE PROCESSING COMPLETE
Saturday, October 17, 2009USE AMENDMENT FILED
Friday, October 16, 2009TEAS AMENDMENT OF USE RECEIVED
Monday, September 21, 2009NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, September 21, 2009NON-FINAL ACTION E-MAILED
Monday, September 21, 2009NON-FINAL ACTION WRITTEN
Friday, September 18, 2009ASSIGNED TO EXAMINER
Tuesday, June 23, 2009NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, June 23, 2009NEW APPLICATION ENTERED IN TRAM

Related Keywords


planning wealth holistic financial