HOLISTIPLAN Trademark
Trademark Overview
On Friday, March 6, 2026, a trademark application was filed for HOLISTIPLAN with the United States Patent and Trademark Office. The USPTO has given the HOLISTIPLAN trademark a serial number of 99688187. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Tuesday, July 7, 2026. This trademark is owned by Holistiplan, LLC. The HOLISTIPLAN trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SAAS) services featuring software for financial planning; Providing temporary use of online, non-downloadable enterprise software for financial planning
General Information
| Serial Number | 99688187 |
| Word Mark | HOLISTIPLAN |
| Filing Date | Friday, March 6, 2026 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Tuesday, July 7, 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 |
Trademark Statements
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| 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 |
| 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. |
Classification Information
| 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 |
Trademark Owner History
| Party Name | Holistiplan, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | College Station, TX 77845
US |
Trademark Events
| Event Date | Event Description |
| Friday, March 6, 2026 | NEW APPLICATION ENTERED |
| Friday, March 6, 2026 | APPLICATION FILING RECEIPT MAILED |
| Sunday, July 5, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, July 5, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, July 7, 2026 | ASSIGNED TO EXAMINER |
| Tuesday, July 7, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
