HOLISTIQ INVESTMENT PARTNERS

Live / Registered — Registered (as of 06 May 2025)

What this means for you

Registered since 06 May 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
79387677
Registration number
7781122
Mark type
Design + words
Filed
09 Nov 2023
Published for opposition
18 Mar 2025
Registered
06 May 2025
Attorney of record
Dyan M. House

Goods and services

  • Class 036 — Insurance and financial services: Financial affairs and monetary affairs, namely, financial information, management and analysis services; real estate affairs, namely, real estate appraisal; financial services, namely, financial and asset management; consultant services regarding the investment of assets in securities, precious metals, funds and real estate; investment consultation services; investment portfolio management services; Negotiation of investment contracts; investment fund management; financial information; financial asset management via the Internet; fund management for private clients; mutual fund investment, advisory, and brokerage services; investment services in the field of financial securities; financial investment brokerage; carrying out financial transactions,namely, online securities trade execution services

Owner

Prosecution history

  • 10 Sept 2026 — NEW REPRESENTATIVE AT IB RECEIVED
  • 11 Dec 2025 — FINAL DECISION TRANSACTION PROCESSED BY IB
  • 26 Nov 2025 — FINAL DISPOSITION NOTICE SENT TO IB
  • 26 Nov 2025 — FINAL DISPOSITION PROCESSED
  • 06 Aug 2025 — FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
  • 05 Jul 2025 — NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB
  • 17 Jun 2025 — NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
  • 17 Jun 2025 — NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB
  • 06 May 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 06 May 2025 — REGISTERED-PRINCIPAL REGISTER
  • 18 Mar 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 18 Mar 2025 — PUBLISHED FOR OPPOSITION
  • 12 Mar 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 21 Feb 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 21 Feb 2025 — EXAMINER'S AMENDMENT ENTERED

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