TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/21/2026
Back to search
Official data from USPTO
HOLISTIC WEALTH PLANNING
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: WordOffice: United States
Quick snapshot
HOLISTIC WEALTH PLANNING
ST13
US500000087426251Class
36
Filing
87426251
Registration
5553055
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
60
Latest update
01/23/2026
Trademark type
Word
Nice classes
36
Filing date
04/26/2017
Registration date
09/04/2018
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/26/2024
Last transaction
01/23/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
01/01/2007
First use in commerce
01/01/2007
Drawing code
4
Owner type
01
Owner location
Kure Beach, NC
Examiner
HOPKINS II, DEAN ANDREW
Current location
Historical data usage
Holders and representatives
Holders
Small, William J.
Small, William J.
Representatives
W. Drew Kastner Offit Kurman
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning
Publications
History of USPTO decisions and trademark events.
60 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/21/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/21/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
01/21/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
01/21/2026
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/03/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/03/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/03/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
09/26/2024
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
09/26/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/26/2024
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/14/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/14/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/14/2024
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
06/14/2024
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
06/14/2024
E815
TEAS SECTION 8 & 15 RECEIVED
03/25/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
09/04/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
08/04/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/04/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
08/04/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
08/04/2022
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
08/04/2022
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
06/07/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/07/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/07/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/07/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
06/07/2021
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
02/09/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/09/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/09/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/09/2021
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
02/09/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
09/04/2018
TMBN
TTAB RELEASE CASE TO TRADEMARKS
08/01/2018
OP.T
OPPOSITION TERMINATED NO. 999999
08/01/2018
OP.D
OPPOSITION DISMISSED NO. 999999
08/01/2018
OP.T
OPPOSITION TERMINATED NO. 999999
04/26/2018
OP.D
OPPOSITION DISMISSED NO. 999999
04/26/2018
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/24/2018
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/24/2018
OP.I
OPPOSITION INSTITUTED NO. 999999
01/03/2018
OP.T
OPPOSITION TERMINATED NO. 999999
11/17/2017
OP.D
OPPOSITION DISMISSED NO. 999999
11/17/2017
OP.I
OPPOSITION INSTITUTED NO. 999999
10/05/2017
LOPR
LETTER OF PROTEST EVIDENCE REVIEWED-NO FURTHER ACTION TAKEN
09/19/2017
LOPT
LETTER OF PROTEST EVIDENCE FORWARDED
09/14/2017
ETOF
EXTENSION OF TIME TO OPPOSE RECEIVED
09/08/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09/05/2017
PUBO
PUBLISHED FOR OPPOSITION
09/05/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/16/2017
ALIE
ASSIGNED TO LIE
07/28/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/25/2017
XAEC
EXAMINER'S AMENDMENT ENTERED
07/24/2017
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
07/24/2017
GNEA
EXAMINERS AMENDMENT E-MAILED
07/24/2017
CNEA
EXAMINERS AMENDMENT -WRITTEN
07/24/2017
DOCK
ASSIGNED TO EXAMINER
07/24/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/05/2017
NWAP
NEW APPLICATION ENTERED
04/29/2017
Continuous trademark protection
Get notified about every new filing that threatens HOLISTIC WEALTH PLANNING or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.