H
Live / Allowed — Notice of allowance issued (as of 25 Nov 2025)
What this means for you
Approved and waiting on proof of use. It will register unless the applicant drops it, and its 01 Apr 2025 filing date already counts against anyone who files later.
Record
- Serial number
- 99114285
- Mark type
- Design + words
- Filed
- 01 Apr 2025
- Published for opposition
- 30 Sept 2025
- Attorney of record
- Michael E. Broms
Goods and services
- Class 035 — Advertising and business services: Business strategic planning services; Tax and taxation planning, advice, information and consultancy services
- Class 036 — Insurance and financial services: Financial planning for retirement; Investment management; Estate trust planning; Insurance consultation; Financial risk management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
Owner
- Holistic Planning, LLC, Nacogdoches, TX, US
- Holistic Planning, LLC, Nacogdoches, TX, US
Prosecution history
- 03 Dec 2025 — TEAS STATEMENT OF USE RECEIVED
- 25 Nov 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 30 Sept 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 30 Sept 2025 — PUBLISHED FOR OPPOSITION
- 24 Sept 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 28 Aug 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 28 Aug 2025 — ASSIGNED TO EXAMINER
- 14 Aug 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 14 Aug 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 01 Apr 2025 — APPLICATION FILING RECEIPT MAILED
- 01 Apr 2025 — NEW APPLICATION ENTERED