THE WHOLE BUDGET Trademark

Trademark Overview


On Sunday, December 20, 2020, a trademark application was filed for THE WHOLE BUDGET with the United States Patent and Trademark Office. The USPTO has given the THE WHOLE BUDGET trademark a serial number of 90396586. The federal status of this trademark filing is REGISTERED as of Tuesday, June 7, 2022. This trademark is owned by The Whole Budget, LLC. The THE WHOLE BUDGET trademark is filed in the Insurance & Financial Services category with the following description:

Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial consulting in the field of real estate note brokerage; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services, namely, expert analysis in finance; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial and investment services, namely, asset an...
the whole budget

General Information


Serial Number90396586
Word MarkTHE WHOLE BUDGET
Filing DateSunday, December 20, 2020
Status700 - REGISTERED
Status DateTuesday, June 7, 2022
Registration Number6755450
Registration DateTuesday, June 7, 2022
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 27, 2021

Trademark Statements


Goods and ServicesFinancial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial consulting in the field of real estate note brokerage; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services, namely, expert analysis in finance; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial loan consultation; Financial planning consultation; Financial retirement plan consulting services; Financial risk management consultation; College consulting services, namely, assisting students in applying for scholarships and financial aid; Credit and financial consultation; Insurance and financial information and consultancy services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers
Disclaimer with Predetermined Text"BUDGET"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, March 4, 2021
Primary Code036
First Use Anywhere DateThursday, February 27, 2020
First Use In Commerce DateThursday, February 27, 2020

Trademark Owner History


Party NameThe Whole Budget, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMontclair, NJ 07042

Party NameThe Whole Budget, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMontclair, NJ 07042

Party NameThe Whole Budget, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMontclair, NJ 07042

Trademark Events


Event DateEvent Description
Tuesday, June 7, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, June 7, 2022REGISTERED-PRINCIPAL REGISTER
Thursday, May 5, 2022NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, May 4, 2022ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, April 18, 2022STATEMENT OF USE PROCESSING COMPLETE
Monday, March 21, 2022USE AMENDMENT FILED
Monday, April 11, 2022CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, March 21, 2022TEAS STATEMENT OF USE RECEIVED
Tuesday, September 21, 2021NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 27, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 27, 2021PUBLISHED FOR OPPOSITION
Wednesday, July 7, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, June 23, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 15, 2021ASSIGNED TO EXAMINER
Thursday, March 4, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Wednesday, December 23, 2020NEW APPLICATION ENTERED IN TRAM