TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/06/2025
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Official data from USPTO
WHOLISTIC WEALTH MANAGEMENT
Did you know this trademark is already registered in United States?
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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
18
Latest update
11/07/2025
Trademark type
Combined
Nice classes
36
Filing date
04/22/2021
Registration date
05/03/2022
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/03/2022
Last transaction
11/07/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
03/13/2021
First use in commerce
03/13/2021
Drawing code
3
Owner type
01
Owner location
San Francisco, CA
Examiner
CANTONE,KERI H
Law office
L40
Current location
PUBLICATION AND ISSUE SECTION
Mark description
The mark consists of a circle with the wording "WHOLISTIC WEALTH" inside a curved bar at the top and "MANAGEMENT" inside a curved bar at the bottom. The center of circle features a tree with roots extending downwards.
Holders and representatives
Holders
Gutierrez, Alejandro
Representatives
Gutierrez, Alejandro
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning and investment advisory services
Publications
History of USPTO decisions and trademark events.
18 publications found
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
11/06/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
11/06/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
05/03/2022
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/15/2022
PUBO
PUBLISHED FOR OPPOSITION
02/15/2022
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/26/2022
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/07/2022
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/06/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/05/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/05/2022
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/02/2022
GNRT
NON-FINAL ACTION E-MAILED
01/02/2022
CNRT
NON-FINAL ACTION WRITTEN
01/02/2022
DOCK
ASSIGNED TO EXAMINER
12/15/2021
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
07/30/2021
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/29/2021
NWAP
NEW APPLICATION ENTERED
04/26/2021
Continuous trademark protection
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