| Serial Number | 99688187 |
| Word Mark | HOLISTIPLAN |
| Filing Date | Friday, March 6, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, March 6, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of the word holistiplan with a cube shaped box with the lid detached to the left of the word holistiplan. |
| Goods and Services | Software as a service (SAAS) services featuring software for financial planning; Providing temporary use of online, non-downloadable enterprise software for financial planning |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, March 6, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, March 1, 2019 |
| First Use In Commerce Date | Friday, March 1, 2019 |
| Party Name | Holistiplan, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | College Station, TX 77845 US |
| Event Date | Event Description |
| Friday, March 6, 2026 | NEW APPLICATION ENTERED |
| Friday, March 6, 2026 | APPLICATION FILING RECEIPT MAILED |