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Official data from USPTO

HOLISTIC BUDGET

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

HOLISTIC BUDGET

ST13

US500000088191892

Class

36

Filing

88191892

Registration

5753736

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

26

Latest update

10/29/2024

Trademark type

Word

Nice classes

36

Filing date

11/13/2018

Registration date

05/14/2019

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

09/20/2024

Last transaction

09/20/2024

Responsible office

United States Patent and Trademark Office

Status code

701

Official register

Supplemental Register

Filing basis

Intent to use

First use anywhere

11/01/2018

First use in commerce

01/01/2019

Drawing code

4

Owner type

03

Owner location

LOS ANGELES, CA, US

Examiner

MACFARLANE, JAMES W

Current location

Historical data usage

Holders and representatives

Holders

HOLISTIC BUDGET, APC
Azar, George K

Representatives

HOLISTIC BUDGET, APC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial advisory and consultancy services relating to micro creditsmicro finance and energy products; Financial consulting servicesexpert analysis in finance; Informationadvisoryconsultancy and research services relating to finance and investments; Project financing; Providing information and advice in the field of financefinancial investmentsfinancial valuationsthe financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of automobile financing; Providing information in the field of personal finance; Providing informationcommentary and advice in the field of financefinancial investments and financial valuations; Providing on-line news in the field of finance

Publications

History of USPTO decisions and trademark events.

26 publications found

NURC

NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED

10/29/2024

C.7C

NEW CERTIFICATE UNDER SECTION 7 - PROCESSED

09/20/2024

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

09/20/2024

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

09/20/2024

ES8R

TEAS SECTION 8 RECEIVED

05/14/2024

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

05/14/2024

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

06/14/2023

PRAM

POST REGISTRATION ACTION MAILED - SEC. 7

02/26/2022

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

02/16/2022

ES7R

TEAS SECTION 7 REQUEST RECEIVED

10/29/2021

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

05/14/2019

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

04/10/2019

ALIE

ASSIGNED TO LIE

04/06/2019

AAUA

NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED

03/19/2019

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

03/16/2019

IUAA

USE AMENDMENT ACCEPTED

03/16/2019

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

02/26/2019

IUAF

USE AMENDMENT FILED

02/26/2019

EAAU

TEAS AMENDMENT OF USE RECEIVED

02/25/2019

XAEC

EXAMINER'S AMENDMENT ENTERED

02/25/2019

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

02/25/2019

GNEA

EXAMINERS AMENDMENT E-MAILED

02/25/2019

CNEA

EXAMINERS AMENDMENT -WRITTEN

02/25/2019

DOCK

ASSIGNED TO EXAMINER

02/16/2019

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

11/30/2018

NWAP

NEW APPLICATION ENTERED

11/16/2018

Continuous trademark protection

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