JL SMITH HOLISTIC WEALTH MANAGEMENT Trademark
Trademark Overview
On Tuesday, September 10, 2024, a trademark application was filed for JL SMITH HOLISTIC WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the JL SMITH HOLISTIC WEALTH MANAGEMENT trademark a serial number of 98743438. The federal status of this trademark filing is REGISTERED as of Tuesday, June 3, 2025. This trademark is owned by The JL Smith Group, Inc.. The JL SMITH HOLISTIC WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Estate planning; Financial advice; Financial advice relating to tax; Financial asset management; Financial planning consultation; Insurance consultation
General Information
| Serial Number | 98743438 |
| Word Mark | JL SMITH HOLISTIC WEALTH MANAGEMENT |
| Filing Date | Tuesday, September 10, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 3, 2025 |
| Registration Number | 7816447 |
| Registration Date | Tuesday, June 3, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 15, 2025 |
Trademark Statements
| Goods and Services | Estate planning; Financial advice; Financial advice relating to tax; Financial asset management; Financial planning consultation; Insurance consultation |
| NOT AVAILABLE | HOLISTIC WEALTH MANAGEMENT |
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 | Tuesday, September 10, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, December 26, 2006 |
| First Use In Commerce Date | Tuesday, December 26, 2006 |
Trademark Owner History
| Party Name | The JL Smith Group, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, OH 44145 |
| Party Name | The JL Smith Group, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, OH 44145 |
| Party Name | The JL Smith Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Westlake, OH 44145 |
Trademark Events
| Event Date | Event Description |
| Tuesday, September 10, 2024 | NEW APPLICATION ENTERED |
| Friday, March 14, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, January 27, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, March 12, 2025 | ASSIGNED TO EXAMINER |
| Friday, March 14, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, March 14, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 18, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 18, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 18, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, March 19, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 9, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 15, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 3, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 3, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, April 15, 2025 | PUBLISHED FOR OPPOSITION |
