Holistic Planning, LLC Trademarks
HOLISTICVIEW
Filed: August 25, 2023
Platform as a service (PAAS) featuring computer software platforms for portfolio management for financial advisors
Owned by: Holistic Planning, LLC
Serial Number: 98151061
UPTICK PARTNERS
Filed: November 13, 2023
Business development services; Business development services, namely, providing start-up support for businesses of others…
Owned by: Holistic Planning, LLC
Serial Number: 98266885
