THE W.I.S.E. MONEY BUCKET STRATEGY

What this means

The USPTO has issued an Office Action on this application. A response is typically required before the deadline, or the application can be abandoned.

Deadline: September 18, 2026

Office Action issues

The USPTO examiner issued refusals based on potential trademark conflicts and specimen use as a process rather than a service mark, along with required updates to your mark description and a disclaimer.

• Section 2(d): Likelihood of Confusion

  Cited marks: 87139021, 87139014, 85299266, 88555556, 85322341

• Failure to Function

• Mark Description or Color Claim

• Disclaimer Requirement

Owner

• Holistiq Planning LLC

  Prosper, TX, US

Goods and services

Prosecution history

Related guidance

• Office Action issues