FINO
FINAL DECISION TRANSACTION PROCESSED BY IB
12/11/2025
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Official data from USPTO
HOLISTIQ INVESTMENT PARTNERS
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
29
Latest update
04/03/2026
Trademark type
Combined
Nice classes
36
Filing date
11/09/2023
Registration date
05/06/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/06/2025
Last transaction
04/03/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Drawing code
3
Owner type
99
Owner location
CH
Examiner
DESAI, BRIN ANDERSON
Law office
M40
Current location
FILE REPOSITORY (FRANCONIA)
Mark description
The mark consists of the stylized wording "HOLISTIQ INVESTMENT PARTNERS". The bottom of the "Q" in "HOLISTIQ" has straight bars or lines stylized to look like a leaf.
Holders and representatives
Holders
LO IP SA
Representatives
Dyan M. House Baker & McKenzie LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial affairs and monetary affairsfinancial informationmanagement and analysis services; real estate affairsreal estate appraisal; financial servicesfinancial and asset management; consultant services regarding the investment of assets in securitiesprecious metalsfunds 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 investmentadvisorybrokerage services; investment services in the field of financial securities; financial investment brokerage; carrying out financial transactionsonline securities trade execution services
Publications
History of USPTO decisions and trademark events.
29 publications found
FICS
FINAL DISPOSITION NOTICE SENT TO IB
11/26/2025
FIMP
FINAL DISPOSITION PROCESSED
11/26/2025
FICR
FINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
08/06/2025
OPNX
NOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB
07/05/2025
OPNS
NOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
06/17/2025
OPNR
NOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB
06/17/2025
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
05/06/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
05/06/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
03/18/2025
PUBO
PUBLISHED FOR OPPOSITION
03/18/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/12/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/21/2025
XAEC
EXAMINER'S AMENDMENT ENTERED
02/21/2025
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
02/21/2025
GNEA
EXAMINERS AMENDMENT E-MAILED
02/21/2025
CNEA
EXAMINERS AMENDMENT -WRITTEN
02/21/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/20/2025
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/20/2025
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/20/2025
RFNT
REFUSAL PROCESSED BY IB
08/11/2024
RFCS
NON-FINAL ACTION MAILED - REFUSAL SENT TO IB
07/25/2024
RFRR
REFUSAL PROCESSED BY MPU
07/25/2024
RFCR
NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
06/29/2024
CNRT
NON-FINAL ACTION WRITTEN
06/28/2024
DOCK
ASSIGNED TO EXAMINER
06/17/2024
MAFR
APPLICATION FILING RECEIPT MAILED
01/24/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/20/2024
REPR
SN ASSIGNED FOR SECT 66A APPL FROM IB
01/18/2024
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