Who owns the WHOLISTIC WEALTH MANAGEMENT trademark?

The WHOLISTIC WEALTH MANAGEMENT trademark is owned by Gutierrez, Alejandro.

What class is the WHOLISTIC WEALTH MANAGEMENT trademark registered in?

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

What is the serial number for WHOLISTIC WEALTH MANAGEMENT?

The USPTO serial number for WHOLISTIC WEALTH MANAGEMENT is 90665579.

What is the registration number for WHOLISTIC WEALTH MANAGEMENT?

WHOLISTIC WEALTH MANAGEMENT is registered under USPTO registration number 6716404.

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WHO

USPTO Trademark Record

REGISTERED

WHOLISTIC WEALTH MANAGEMENT

SN 90665579·Reg 6716404·Filed Apr 22, 2021

Owner Gutierrez, Alejandro

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

WHOLISTIC WEALTH MANAGEMENT (Serial No. 90665579), Registration No. 6716404, is a registered US trademark filed on Apr 22, 2021 by Gutierrez, Alejandro. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: May 03, 2028

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Mark Intelligence

WHOLISTIC WEALTH MANAGEMENT (Reg. #6716404) is a registered US trademark that has been protecting its owner, Gutierrez, Alejandro, since 2021. 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

Apr 22, 2021

SERIAL

90665579

REG#

6716404

REGISTERED

May 03, 2022

Filing Information

StatusREGISTERED

Filing DateApr 22, 2021

Serial Number90665579

Registration No.6716404

Registration DateMay 03, 2022

Status DateMay 03, 2022

Published for OppositionFeb 15, 2022

Filing Basis & Declarations

Filed as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Mar 13, 2021

First use in commerce: Mar 13, 2021

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

18 events

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Nov 06, 2025

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Nov 06, 2025

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Nov 06, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-PRINCIPAL REGISTER

May 03, 2022

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

Feb 15, 2022

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Feb 15, 2022

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jan 26, 2022

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Jan 07, 2022

APPROVED FOR PUB - PRINCIPAL REGISTER

TEAS/EMAIL CORRESPONDENCE ENTERED

Jan 06, 2022

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jan 05, 2022

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jan 05, 2022

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION WRITTEN

Jan 02, 2022

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Jan 02, 2022

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Jan 02, 2022

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Dec 15, 2021

ASSIGNED TO EXAMINER

NOTICE OF DESIGN SEARCH CODE E-MAILED

Jul 30, 2021

NOTICE OF DESIGN SEARCH CODE E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jul 29, 2021

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Apr 26, 2021

NEW APPLICATION ENTERED

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