THE DEFENSIVE ADVISOR Trademark

Trademark Overview

On Thursday, June 17, 2021, a trademark application was filed for THE DEFENSIVE ADVISOR with the United States Patent and Trademark Office. The USPTO has given the THE DEFENSIVE ADVISOR trademark a serial number of 90779352. The federal status of this trademark filing is REGISTERED as of Tuesday, July 19, 2022. This trademark is owned by Holman Wealth Management, LLC. The THE DEFENSIVE ADVISOR trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Financial services, namely, wealth management services; Investment advice
the defensive advisor

General Information

Serial Number90779352
Word MarkTHE DEFENSIVE ADVISOR
Filing DateThursday, June 17, 2021
Status700 - REGISTERED
Status DateTuesday, July 19, 2022
Registration Number6799295
Registration DateTuesday, July 19, 2022
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial planning; Financial services, namely, wealth management services; Investment advice
Disclaimer with Predetermined Text"ADVISOR"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, September 2, 2021
Primary Code036
First Use Anywhere DateTuesday, April 28, 2020
First Use In Commerce DateTuesday, April 28, 2020

Trademark Owner History

Party NameHolman Wealth Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressDallas, TX 75229
Party NameHolman Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressDallas, TX 75229

Trademark Events

Event DateEvent Description
Monday, July 25, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, July 25, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, July 25, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, July 19, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, July 19, 2022REGISTERED-SUPPLEMENTAL REGISTER
Monday, June 13, 2022LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, June 6, 2022ASSIGNED TO LIE
Friday, May 27, 2022ASSIGNED TO LIE
Tuesday, May 24, 2022APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Friday, May 20, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 20, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 20, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, May 10, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, May 10, 2022NON-FINAL ACTION E-MAILED
Tuesday, May 10, 2022NON-FINAL ACTION WRITTEN
Tuesday, April 12, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, April 12, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, April 12, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, March 16, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, March 16, 2022NON-FINAL ACTION E-MAILED
Wednesday, March 16, 2022NON-FINAL ACTION WRITTEN
Wednesday, March 9, 2022ASSIGNED TO EXAMINER
Thursday, September 2, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, June 21, 2021NEW APPLICATION ENTERED IN TRAM

Related Keywords

advisor defensive financial services investment advice management namely planning wealth