USPTO serial 98752495
HOLISTIC FINANCIAL COACH PROGRAM
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 25, 2025
- Examiner
- MIZELLE HOWARD, DEZMONA JULYE
- 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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If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
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.
Catherine M.C. Farrelly
Catherine M.C. Farrelly Frankfurt Kurnit Klein & Selz PC28 Liberty StreetNew York, NY 10005United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | 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 | ACTIVE | Oct 31, 2022 |
| 041 | 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 | ACTIVE | Oct 31, 2022 |
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 |
|---|---|---|---|
| Feb 25, 2025 | NRCS | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Feb 25, 2025 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Jan 31, 2025 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jan 31, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 30, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 30, 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. |
| Jan 14, 2025 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | 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. |
| Jan 14, 2025 | GNRT | NON-FINAL ACTION E-MAILED | 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. |
| Jan 14, 2025 | 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. |
| Dec 19, 2024 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 16, 2024 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 16, 2024 | NWAP | NEW APPLICATION ENTERED | — |