| Serial Number | 87293283 |
| Word Mark | WHOLE WEALTH MANAGEMENT |
| Filing Date | Monday, January 9, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Monday, April 17, 2023 |
| Registration Number | 5275339 |
| Registration Date | Tuesday, August 29, 2017 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 13, 2017 |
| Description of Mark | The mark consists of a stylized tree to the left of the words "WHOLE WEALTH", above the word "MANAGEMENT" |
| Goods and Services | Financial planning, namely, investment management, risk management and retirement planning |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "WHOLE WEALTH MANAGEMENT" |
| 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 14, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 1, 2006 |
| First Use In Commerce Date | Monday, October 1, 2007 |
| Party Name | Whole Wealth Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Portsmouth, NH 03801 |
| Party Name | Whole Wealth Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Portsmouth, NH 03801 |
| Party Name | Whole Wealth Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Portsmouth, NH 03801 |
| Event Date | Event Description |
| Monday, April 17, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, April 17, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, April 17, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, October 6, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, August 29, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Monday, September 27, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, September 27, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, September 27, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, August 29, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 13, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 13, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 24, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, April 5, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 5, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, April 5, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, April 5, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, April 5, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, April 3, 2017 | ASSIGNED TO EXAMINER |
| Tuesday, January 17, 2017 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Saturday, January 14, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, January 12, 2017 | NEW APPLICATION ENTERED |