| Serial Number | 79387677 |
| Word Mark | HOLISTIQ INVESTMENT PARTNERS |
| Filing Date | Thursday, November 9, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 6, 2025 |
| Registration Number | 7781122 |
| Registration Date | Tuesday, May 6, 2025 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 18, 2025 |
| 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 |
| 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. |
| NOT AVAILABLE | INVESTMENT PARTNERS |
| Pseudo Mark | HOLISTIC INVESTMENT PARTNERS |
| 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 |
| Party Name | LO IP SA |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | CH |
| 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 |
| 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 | REFUSAL PROCESSED BY MPU |
| Thursday, July 25, 2024 | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB |
| Sunday, August 11, 2024 | REFUSAL PROCESSED BY IB |
| Monday, January 20, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, January 20, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, January 20, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, February 21, 2025 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, February 21, 2025 | EXAMINERS AMENDMENT E-MAILED |
| Friday, February 21, 2025 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, February 21, 2025 | EXAMINER'S AMENDMENT ENTERED |
| Friday, February 21, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 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 |
| Tuesday, May 6, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 6, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, June 17, 2025 | NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB |
| Tuesday, June 17, 2025 | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB |
| Saturday, July 5, 2025 | NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB |
| Wednesday, August 6, 2025 | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB |
| Wednesday, November 26, 2025 | FINAL DISPOSITION PROCESSED |
| Wednesday, November 26, 2025 | FINAL DISPOSITION NOTICE SENT TO IB |
| Thursday, December 11, 2025 | FINAL DECISION TRANSACTION PROCESSED BY IB |