THE HOLISTIC ACCOUNTANT, MEMBERSHIP, FAMILY, FINANCIAL COMFORT, COMMUNITY Trademark

Trademark Overview


On Thursday, June 26, 2025, a trademark application was filed for THE HOLISTIC ACCOUNTANT, MEMBERSHIP, FAMILY, FINANCIAL COMFORT, COMMUNITY with the United States Patent and Trademark Office. The USPTO has given the THE HOLISTIC ACCOUNTANT, MEMBERSHIP, FAMILY, FINANCIAL COMFORT, COMMUNITY trademark a serial number of 99255262. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Thursday, June 26, 2025. This trademark is owned by Nerd Enterprises, Inc.. The THE HOLISTIC ACCOUNTANT, MEMBERSHIP, FAMILY, FINANCIAL COMFORT, COMMUNITY trademark is filed in the Education & Entertainment Services category with the following description:

training and education services for accountants and bookkeepers
the holistic accountant,  membership, family, financial comfort, community

General Information


Serial Number99255262
Word MarkTHE HOLISTIC ACCOUNTANT, MEMBERSHIP, FAMILY, FINANCIAL COMFORT, COMMUNITY
Filing DateThursday, June 26, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateThursday, June 26, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing0 - NOT AVAILABLE
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and Servicestraining and education services for accountants and bookkeepers
Description of MarkThe mark consists of a thick bordered circle with the terms THE HOLISTIC ACCOUNTANT in the center, with the term ACCOUNTANT on a second line with accent lines on either side of the term. Above the terms THE HOLISTIC is a large tree design with the words “membership”, “family”, “financial comfort”, and “community” listed on individual branches and additional smaller trees in the background. Beneath the term ACCOUNTANT are several roots to the large tree. No claim is made to any particular size or color.

Classification Information


International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, June 26, 2025
Primary Code041
First Use Anywhere DateTuesday, April 1, 2025
First Use In Commerce DateTuesday, April 1, 2025

Trademark Owner History


Party NameNerd Enterprises, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWestlake Village, CA 91361

Trademark Events


Event DateEvent Description
Thursday, June 26, 2025NEW APPLICATION ENTERED
Thursday, June 26, 2025APPLICATION FILING RECEIPT MAILED