HOLISTIC FINANCIAL COACH PROGRAM
Live / Registered — Registered (as of 25 Feb 2025)
What this means for you
Registered since 25 Feb 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98752495
- Registration number
- 7708733
- Mark type
- Stylized text
- Filed
- 16 Sept 2024
- Registered
- 25 Feb 2025
- Attorney of record
- Catherine M.C. Farrelly
Goods and services
- Class 009 — Scientific and electric apparatus: Electronic downloadable publications, namely, newsletters, non-fiction books and study guides, all in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies
- Class 041 — Education and entertainment services: Educational services, namely, conducting classes and seminars in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies; non-downloadable electronic publications, namely, newsletters, non-fiction books and study guides, all in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies
Owner
- Equitable Holdings, Inc., New York, NY, US
- Equitable Holdings, Inc., New York, NY, US
Prosecution history
- 25 Feb 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 25 Feb 2025 — REGISTERED-SUPPLEMENTAL REGISTER
- 31 Jan 2025 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 31 Jan 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 30 Jan 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 30 Jan 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 14 Jan 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 14 Jan 2025 — NON-FINAL ACTION E-MAILED
- 14 Jan 2025 — NON-FINAL ACTION WRITTEN
- 19 Dec 2024 — ASSIGNED TO EXAMINER
- 16 Sept 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 16 Sept 2024 — NEW APPLICATION ENTERED