Who owns the HOLISTIC WEALTH PLANNING trademark?

The HOLISTIC WEALTH PLANNING trademark is owned by Small, William J..

What class is the HOLISTIC WEALTH PLANNING trademark registered in?

The HOLISTIC WEALTH PLANNING trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for HOLISTIC WEALTH PLANNING?

The USPTO serial number for HOLISTIC WEALTH PLANNING is 87426251.

What is the registration number for HOLISTIC WEALTH PLANNING?

HOLISTIC WEALTH PLANNING is registered under USPTO registration number 5553055.

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USPTO Trademark Record

REGISTERED

HOLISTIC WEALTH PLANNING

SN 87426251·Reg 5553055·Filed Apr 26, 2017

Owner Small, William J.

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

HOLISTIC WEALTH PLANNING (Serial No. 87426251), Registration No. 5553055, is a registered US trademark filed on Apr 26, 2017 by Small, William J.. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: September 04, 2028

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Mark Intelligence

HOLISTIC WEALTH PLANNING (Reg. #5553055) is a registered US trademark that has been protecting its owner, Small, William J., since 2017. 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 10 opposition proceedings during prosecution.

FILED

Apr 26, 2017

SERIAL

87426251

REG#

5553055

REGISTERED

Sep 04, 2018

Filing Information

StatusREGISTERED

Filing DateApr 26, 2017

Serial Number87426251

Registration No.5553055

Registration DateSep 04, 2018

Status DateSep 26, 2024

Published for OppositionSep 05, 2017

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 AcceptedSection 15 Acknowledged

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 01, 2007

First use in commerce: Jan 01, 2007

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.

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Status History

61 events

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jan 21, 2026

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jan 21, 2026

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jan 21, 2026

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jan 21, 2026

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jan 21, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Sep 03, 2025

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Sep 03, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Sep 03, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Sep 26, 2024

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Sep 26, 2024

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Sep 26, 2024

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jun 14, 2024

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jun 14, 2024

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jun 14, 2024

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jun 14, 2024

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jun 14, 2024

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS SECTION 8 & 15 RECEIVED

Mar 25, 2024

TEAS SECTION 8 & 15 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Sep 04, 2023

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Aug 04, 2022

TEAS CHANGE OF OWNER ADDRESS RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Aug 04, 2022

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Aug 04, 2022

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Aug 04, 2022

TEAS CHANGE OF CORRESPONDENCE RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Aug 04, 2022

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jun 07, 2021

TEAS CHANGE OF OWNER ADDRESS RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jun 07, 2021

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jun 07, 2021

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jun 07, 2021

TEAS CHANGE OF CORRESPONDENCE RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jun 07, 2021

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Feb 09, 2021

TEAS CHANGE OF OWNER ADDRESS RECEIVED

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Feb 09, 2021

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 09, 2021

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Feb 09, 2021

TEAS CHANGE OF CORRESPONDENCE RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Feb 09, 2021

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

REGISTERED-PRINCIPAL REGISTER

Sep 04, 2018

REGISTERED-PRINCIPAL REGISTER

OPPOSITION DISMISSED NO. 999999

Aug 01, 2018

OPPOSITION DISMISSED NO. 999999

OPPOSITION TERMINATED NO. 999999

Aug 01, 2018

OPPOSITION TERMINATED NO. 999999

TTAB RELEASE CASE TO TRADEMARKS

Aug 01, 2018

TTAB RELEASE CASE TO TRADEMARKS

OPPOSITION DISMISSED NO. 999999

Apr 26, 2018

OPPOSITION DISMISSED NO. 999999

OPPOSITION TERMINATED NO. 999999

Apr 26, 2018

OPPOSITION TERMINATED NO. 999999

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Apr 24, 2018

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 24, 2018

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

OPPOSITION INSTITUTED NO. 999999

Jan 03, 2018

OPPOSITION INSTITUTED NO. 999999

OPPOSITION DISMISSED NO. 999999

Nov 17, 2017

OPPOSITION DISMISSED NO. 999999

OPPOSITION TERMINATED NO. 999999

Nov 17, 2017

OPPOSITION TERMINATED NO. 999999

OPPOSITION INSTITUTED NO. 999999

Oct 05, 2017

OPPOSITION INSTITUTED NO. 999999

Oct 05, 2017

OPPOSITION INSTITUTED NO. 999999

LETTER OF PROTEST EVIDENCE REVIEWED-NO FURTHER ACTION TAKEN

Sep 19, 2017

LETTER OF PROTEST EVIDENCE REVIEWED-NO FURTHER ACTION TAKEN

LETTER OF PROTEST EVIDENCE FORWARDED

Sep 14, 2017

LETTER OF PROTEST EVIDENCE FORWARDED

EXTENSION OF TIME TO OPPOSE RECEIVED

Sep 08, 2017

EXTENSION OF TIME TO OPPOSE RECEIVED

PUBLISHED FOR OPPOSITION

Sep 05, 2017

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Sep 05, 2017

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Aug 16, 2017

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO LIE

Jul 28, 2017

ASSIGNED TO LIE

APPROVED FOR PUB - PRINCIPAL REGISTER

Jul 25, 2017

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Jul 24, 2017

ASSIGNED TO EXAMINER

EXAMINERS AMENDMENT -WRITTEN

Jul 24, 2017

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Jul 24, 2017

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Jul 24, 2017

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Jul 24, 2017

EXAMINER'S AMENDMENT ENTERED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 05, 2017

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Apr 29, 2017

NEW APPLICATION ENTERED

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