USPTO serial 87426251
HOLISTIC WEALTH PLANNING
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 4, 2018
- Examiner
- HOPKINS II, DEAN ANDREW
- Law office
- Historical data usage
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
W. Drew Kastner
W. Drew Kastner Offit Kurman2000 Market Street, Suite 2700Philadelphia, PA 19103United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial planning | ACTIVE | Jan 1, 2007 |
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 |
|---|---|---|---|
| Jan 21, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 21, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Jan 21, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 21, 2026 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jan 21, 2026 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Sep 3, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 3, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Sep 3, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 26, 2024 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Sep 26, 2024 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Sep 26, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 14, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 14, 2024 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Jun 14, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 14, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 14, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 25, 2024 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Sep 4, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Aug 4, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Aug 4, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 4, 2022 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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 4, 2022 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 4, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 7, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 7, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 7, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Jun 7, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jun 7, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Feb 9, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 9, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 9, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Feb 9, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 9, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Sep 4, 2018 | 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. |
| Aug 1, 2018 | TMBN | TTAB RELEASE CASE TO TRADEMARKS | — |
| Aug 1, 2018 | OP.T | OPPOSITION TERMINATED NO. 999999 | — |
| Aug 1, 2018 | OP.D | OPPOSITION DISMISSED NO. 999999 | — |
| Apr 26, 2018 | OP.T | OPPOSITION TERMINATED NO. 999999 | — |
| Apr 26, 2018 | OP.D | OPPOSITION DISMISSED NO. 999999 | — |
| Apr 24, 2018 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Apr 24, 2018 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 3, 2018 | OP.I | OPPOSITION INSTITUTED NO. 999999 | — |
| Nov 17, 2017 | OP.T | OPPOSITION TERMINATED NO. 999999 | — |
| Nov 17, 2017 | OP.D | OPPOSITION DISMISSED NO. 999999 | — |
| Oct 5, 2017 | OP.I | OPPOSITION INSTITUTED NO. 999999 | — |
| Oct 5, 2017 | OP.I | OPPOSITION INSTITUTED NO. 999999 | — |
| Sep 19, 2017 | LOPR | LETTER OF PROTEST EVIDENCE REVIEWED-NO FURTHER ACTION TAKEN | — |
| Sep 14, 2017 | LOPT | LETTER OF PROTEST EVIDENCE FORWARDED | — |
| Sep 8, 2017 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| Sep 5, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 5, 2017 | 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. |
| Aug 16, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 28, 2017 | ALIE | ASSIGNED TO LIE | — |
| Jul 25, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jul 24, 2017 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jul 24, 2017 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jul 24, 2017 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jul 24, 2017 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jul 24, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 5, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 29, 2017 | NWAP | NEW APPLICATION ENTERED | — |