Who owns the HOLISTIC ADVISORY FINANCIAL INDEPENDENCE trademark?

The HOLISTIC ADVISORY FINANCIAL INDEPENDENCE trademark is owned by Holistic Advisory, LLC.

What class is the HOLISTIC ADVISORY FINANCIAL INDEPENDENCE trademark registered in?

The HOLISTIC ADVISORY FINANCIAL INDEPENDENCE trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for HOLISTIC ADVISORY FINANCIAL INDEPENDENCE?

The USPTO serial number for HOLISTIC ADVISORY FINANCIAL INDEPENDENCE is 97484345.

What is the registration number for HOLISTIC ADVISORY FINANCIAL INDEPENDENCE?

HOLISTIC ADVISORY FINANCIAL INDEPENDENCE is registered under USPTO registration number 7323830.

HOL

USPTO Trademark Record

REGISTERED

HOLISTIC ADVISORY FINANCIAL INDEPENDENCE

SN 97484345·Reg 7323830·Filed Jun 30, 2022

Owner Holistic Advisory, LLC

Financial, monetary and banking services; insurance services; real estate services.

HOLISTIC ADVISORY FINANCIAL INDEPENDENCE (Serial No. 97484345), Registration No. 7323830, is a registered US trademark filed on Jun 30, 2022 by Holistic Advisory, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: March 05, 2030

Mark Intelligence

HOLISTIC ADVISORY FINANCIAL INDEPENDENCE (Reg. #7323830) is a registered US trademark that has been protecting its owner, Holistic Advisory, LLC, since 2022. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Jun 30, 2022

SERIAL

97484345

REG#

7323830

REGISTERED

Mar 05, 2024

Owner

Applicant

Holistic Advisory, LLC

Entity

LLC

State

Address

220 N Main Street, Suite 500, Greenville, SC, 29601

Country

Attorney

NameKathryn A. Gromlovits

Law firm

Kathryn A. Gromlovits SHUMAKER, LOOP & KENDRICK, LLP

Docket

267000

Address

101 SOUTH TRYON STREET, SUITE 2200, CHARLOTTE, NC 28280, United States

Get pre-filing clearance

AI attorney analyzes your proposed mark against USPTO — Go/No-Go verdict, class-by-class risks, and strategy recommendations.

Run clearance

Filing Information

StatusREGISTERED

Filing DateJun 30, 2022

Serial Number97484345

Registration No.7323830

Registration DateMar 05, 2024

Status DateMar 05, 2024

Published for OppositionMay 30, 2023

Mark TypeStandard characters

Attorney Docket267000

Status DescriptionLive and registered

Filing Signals

FILED

2022

YEARS AGO

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

Search 15M+ trademarks

Free USPTO lookups by name, owner, or serial number. No account needed.

Search now

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: May 03, 2023

First use in commerce: May 03, 2023

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

20 events

REGISTERED-PRINCIPAL REGISTER

Mar 05, 2024

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Mar 05, 2024

NOTICE OF REGISTRATION CONFIRMATION EMAILED

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Feb 01, 2024

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Jan 31, 2024

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Jan 24, 2024

CASE ASSIGNED TO INTENT TO USE PARALEGAL

STATEMENT OF USE PROCESSING COMPLETE

Jan 24, 2024

STATEMENT OF USE PROCESSING COMPLETE

TEAS STATEMENT OF USE RECEIVED

Jan 04, 2024

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Jan 04, 2024

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Jul 25, 2023

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 30, 2023

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

PUBLISHED FOR OPPOSITION

May 30, 2023

PUBLISHED FOR OPPOSITION

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 10, 2023

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

EXAMINERS AMENDMENT -WRITTEN

Apr 21, 2023

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Apr 21, 2023

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Apr 21, 2023

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Apr 21, 2023

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Apr 21, 2023

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Apr 13, 2023

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 20, 2022

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Jul 04, 2022

NEW APPLICATION ENTERED

HOLISTIC ADVISORY FINANCIAL INDEPENDENCE

Get pre-filing clearance

Search 15M+ trademarks

Run a conflict check

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Kathryn A. Gromlovits

Resources

Company