WHOLISTIC WEALTH MANAGEMENT - Trademark Details
Status: 661 - Response After Non-Final Action - Entered
Serial Number
90672481
Word Mark
WHOLISTIC WEALTH MANAGEMENT
Status
661 - Response After Non-Final Action - Entered
Status Date
2022-02-07
Filing Date
2021-04-26
Mark Drawing
4000 - Standard character mark
Typeset
Law Office Assigned Location Code
L40
Employee Name
CANTONE, KERI H
Statements
Goods and Services
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, investment planning; Financial advice, namely, budget planning; Financial trust planning; On-line financial planning services; Providing on-line information in the field of charitable monetary giving through financial and estate planning
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2021-07-31
Primary Code
036
First Use Anywhere Date
2013-04-08
First Use In Commerce Date
2013-04-08
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
01 - Individual
Address
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Correspondences
Name
Gutierrez, Alejandro
Address
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Trademark Events
| Event Date | Event Description |
| 2021-04-29 | NEW APPLICATION ENTERED IN TRAM |
| 2021-07-31 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2021-12-15 | ASSIGNED TO EXAMINER |
| 2022-01-02 | NON-FINAL ACTION WRITTEN |
| 2022-01-02 | NON-FINAL ACTION E-MAILED |
| 2022-01-02 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2022-02-06 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2022-02-06 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2022-02-07 | TEAS/EMAIL CORRESPONDENCE ENTERED |
