WHOLISTIC WEALTH MANAGEMENT Trademark
Trademark Overview
On Thursday, April 22, 2021, a trademark application was filed for WHOLISTIC WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the WHOLISTIC WEALTH MANAGEMENT trademark a serial number of 90665579. The federal status of this trademark filing is REGISTERED as of Tuesday, May 3, 2022. The WHOLISTIC WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services
General Information
| Serial Number | 90665579 |
| Word Mark | WHOLISTIC WEALTH MANAGEMENT |
| Filing Date | Thursday, April 22, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 3, 2022 |
| Registration Number | 6716404 |
| Registration Date | Tuesday, May 3, 2022 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 15, 2022 |
Trademark Statements
| Description of Mark | The mark consists of a circle with the wording "WHOLISTIC WEALTH" inside a curved bar at the top and "MANAGEMENT" inside a curved bar at the bottom. The center of circle features a tree with roots extending downwards. |
| Goods and Services | Financial planning and investment advisory services |
| Disclaimer with Predetermined Text | "WHOLISTIC 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 | Thursday, July 29, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, March 13, 2021 |
| First Use In Commerce Date | Saturday, March 13, 2021 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | San Francisco, CA 94121 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | San Francisco, CA 94121 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | San Francisco, CA 94121 |
Trademark Events
| Event Date | Event Description |
| Tuesday, May 3, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 15, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 15, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 26, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, January 7, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, January 6, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, January 5, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, January 5, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Sunday, January 2, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Sunday, January 2, 2022 | NON-FINAL ACTION E-MAILED |
| Sunday, January 2, 2022 | NON-FINAL ACTION WRITTEN |
| Wednesday, December 15, 2021 | ASSIGNED TO EXAMINER |
| Friday, July 30, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, July 29, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, April 26, 2021 | NEW APPLICATION ENTERED IN TRAM |
