HOLISTIC WEALTH PLANNING Trademark

Trademark Overview

On Wednesday, April 26, 2017, 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 87426251. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, September 26, 2024. 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 Number87426251
Word MarkHOLISTIC WEALTH PLANNING
Filing DateWednesday, April 26, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateThursday, September 26, 2024
Registration Number5553055
Registration DateTuesday, September 4, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 5, 2017

Trademark Statements

Goods and ServicesFinancial planning
NOT AVAILABLE"WEALTH PLANNING"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, June 5, 2017
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
AddressDelray Beach, FL 33444-1679
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressHazleton, PA 18202
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressHazleton, PA 18202

Trademark Events

Event DateEvent Description
Saturday, April 29, 2017NEW APPLICATION ENTERED
Monday, July 24, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, June 5, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, July 24, 2017ASSIGNED TO EXAMINER
Monday, July 24, 2017EXAMINERS AMENDMENT -WRITTEN
Monday, July 24, 2017EXAMINER'S AMENDMENT ENTERED
Monday, July 24, 2017EXAMINERS AMENDMENT E-MAILED
Tuesday, July 25, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, July 28, 2017ASSIGNED TO LIE
Wednesday, August 16, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 5, 2017PUBLISHED FOR OPPOSITION
Tuesday, September 5, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Friday, September 8, 2017EXTENSION OF TIME TO OPPOSE RECEIVED
Thursday, September 14, 2017LETTER OF PROTEST EVIDENCE FORWARDED
Tuesday, September 19, 2017LETTER OF PROTEST EVIDENCE REVIEWED-NO FURTHER ACTION TAKEN
Thursday, October 5, 2017OPPOSITION INSTITUTED NO. 999999
Thursday, October 5, 2017OPPOSITION INSTITUTED NO. 999999
Friday, November 17, 2017OPPOSITION TERMINATED NO. 999999
Friday, November 17, 2017OPPOSITION DISMISSED NO. 999999
Wednesday, January 3, 2018OPPOSITION INSTITUTED NO. 999999
Tuesday, April 24, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, April 24, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, April 26, 2018OPPOSITION TERMINATED NO. 999999
Thursday, April 26, 2018OPPOSITION DISMISSED NO. 999999
Wednesday, August 1, 2018OPPOSITION TERMINATED NO. 999999
Wednesday, August 1, 2018OPPOSITION DISMISSED NO. 999999
Wednesday, August 1, 2018TTAB RELEASE CASE TO TRADEMARKS
Tuesday, February 9, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, June 7, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, September 4, 2018REGISTERED-PRINCIPAL REGISTER
Tuesday, February 9, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, February 9, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 9, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 9, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, June 7, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, June 7, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, June 7, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, June 7, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, August 4, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, August 4, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, August 4, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, August 4, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, August 4, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, June 14, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, September 4, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, March 25, 2024TEAS SECTION 8 & 15 RECEIVED
Thursday, September 26, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, June 14, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, June 14, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, June 14, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 14, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, September 26, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, September 3, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, September 3, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, September 26, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, September 3, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Related Keywords

planning wealth holistic financial