HOLISTICOS

What this means for you

Not registered yet, but its 22 Apr 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99779318

Mark type

Stylized text

Filed

22 Apr 2026

Attorney of record

Michael E. Broms

Goods and services

• Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for customer relationship management; Software as a service (SAAS) services featuring software for providing secure online portals for clients to access and manage financial and tax-related documents and information; Software as a service (SAAS) services featuring software for tracking and managing tax return preparation workflows; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for analyzing financial and tax data to identify required documentation and assist in preparation of tax returns for review by professionals; Software as a service (SAAS) services featuring software for investment portfolio analysis and financial reporting; Software as a service (SAAS) services featuring software for estate planning document organization and workflow management; Software as a service (SAAS) services featuring software for providing online knowledge bases in the fields of finance, taxation, investments, estate planning, and regulatory compliance; Software as a service (SAAS) services featuring software for compliance management, supervision, and recordkeeping for registered investment advisory firms

Owner

• HolisticOS, LLC, Nacogdoches, TX, US

Prosecution history

• 08 Sept 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 08 Sept 2026 — NON-FINAL ACTION E-MAILED
• 08 Sept 2026 — NON-FINAL ACTION WRITTEN
• 27 Aug 2026 — ASSIGNED TO EXAMINER
• 30 Jul 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 22 Apr 2026 — APPLICATION FILING RECEIPT MAILED
• 22 Apr 2026 — NEW APPLICATION ENTERED