USPTO serial 79387677
HOLISTIQ INVESTMENT PARTNERS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- May 6, 2025
- Examiner
- DESAI, BRIN ANDERSON
- Law office
- FILE REPOSITORY (FRANCONIA)
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Current trademark owner
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File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Dyan M. House
Dyan M. House Baker & McKenzie LLP1900 N. Pearl Street, Suite 1500Dallas, TX 75201United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | 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 | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 22, 2026 | ADCH | CHANGE OF NAME/ADDRESS REC'D FROM IB | — |
| Sep 10, 2026 | NREP | NEW REPRESENTATIVE AT IB RECEIVED | — |
| Dec 11, 2025 | FINO | FINAL DECISION TRANSACTION PROCESSED BY IB | — |
| Nov 26, 2025 | FICS | FINAL DISPOSITION NOTICE SENT TO IB | — |
| Nov 26, 2025 | FIMP | FINAL DISPOSITION PROCESSED | — |
| Aug 6, 2025 | FICR | FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB | — |
| Jul 5, 2025 | OPNX | NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB | — |
| Jun 17, 2025 | OPNS | NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB | — |
| Jun 17, 2025 | OPNR | NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB | — |
| May 6, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| May 6, 2025 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Mar 18, 2025 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 18, 2025 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Mar 12, 2025 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 21, 2025 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 21, 2025 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 21, 2025 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Feb 21, 2025 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Feb 21, 2025 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 20, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 20, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 20, 2025 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Aug 11, 2024 | RFNT | REFUSAL PROCESSED BY IB | — |
| Jul 25, 2024 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Jul 25, 2024 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Jun 29, 2024 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Jun 28, 2024 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 17, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 24, 2024 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jan 20, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 18, 2024 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |