HOLISTIQ INVESTMENT PARTNERS Trademark
Trademark Overview
On Thursday, November 9, 2023, a trademark application was filed for HOLISTIQ INVESTMENT PARTNERS with the United States Patent and Trademark Office. The USPTO has given the HOLISTIQ INVESTMENT PARTNERS trademark a serial number of 79387677. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, March 18, 2025. This trademark is owned by LO IP SA. The HOLISTIQ INVESTMENT PARTNERS trademark is filed in the Insurance & Financial Services category with the following description:
Financial affairs and monetary affairs, namely, financial information, management and analysis services; real estate affairs, namely, real estate appraisal; financial services, namely, financial and asset management; consultant services regarding the investment of assets in securities, precious metals, funds and real estate; investment consultation services; investment portfolio management services; Negotiation of investment contracts; investment fund management; financial information; financial asset management via the Internet; fund management for private clients; mutual fund investment, advisory, and brokerage services; investment services in the field of financial securities; financial investment brokerage; carrying out financial transactions,namely, online securities trade execution services
General Information
| Serial Number | 79387677 |
| Word Mark | HOLISTIQ INVESTMENT PARTNERS |
| Filing Date | Thursday, November 9, 2023 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, March 18, 2025 |
| 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 | Tuesday, March 18, 2025 |
Trademark Statements
| Description of Mark | The mark consists of the stylized wording "HOLISTIQ INVESTMENT PARTNERS". The bottom of the "Q" in "HOLISTIQ" has straight bars or lines stylized to look like a leaf. |
| Pseudo Mark | HOLISTIC INVESTMENT PARTNERS |
| Goods and Services | Financial affairs and monetary affairs, namely, financial information, management and analysis services; real estate affairs, namely, real estate appraisal; financial services, namely, financial and asset management; consultant services regarding the investment of assets in securities, precious metals, funds and real estate; investment consultation services; investment portfolio management services; Negotiation of investment contracts; investment fund management; financial information; financial asset management via the Internet; fund management for private clients; mutual fund investment, advisory, and brokerage services; investment services in the field of financial securities; financial investment brokerage; carrying out financial transactions,namely, online securities trade execution services |
| NOT AVAILABLE | INVESTMENT PARTNERS |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, January 20, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | LO IP SA |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | CH |
| Party Name | LO IP SA |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | CH |
Trademark Events
| Event Date | Event Description |
| Thursday, January 18, 2024 | SN ASSIGNED FOR SECT 66A APPL FROM IB |
| Saturday, January 20, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, January 24, 2024 | APPLICATION FILING RECEIPT MAILED |
| Monday, June 17, 2024 | ASSIGNED TO EXAMINER |
| Friday, June 28, 2024 | NON-FINAL ACTION WRITTEN |
| Saturday, June 29, 2024 | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW |
| Thursday, July 25, 2024 | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
| Thursday, July 25, 2024 | REFUSAL PROCESSED BY MPU |
| Sunday, August 11, 2024 | REFUSAL PROCESSED BY IB |
| Monday, January 20, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, January 20, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, January 20, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, February 21, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, February 21, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 21, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Friday, February 21, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Friday, February 21, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, March 12, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 18, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 18, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
