TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/09/2026
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Official data from USPTO
WHOLE WEALTH MANAGEMENT
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: CombinedOffice: US
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
24
Latest update
03/11/2026
Classification
Registered
Trademark type
Combined
Nice classes
36
Filing date
01/09/2017
Registration date
08/29/2017
Expiration date
-
Recommended action
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Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/17/2023
Last transaction
03/11/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
First use anywhere
09/01/2006
First use in commerce
10/01/2007
Drawing code
3
Owner type
16
Owner location
Portsmouth, NH, US
Examiner
FLOWERS, JAY K
Law office
M30
Current location
TMO LAW OFFICE 112
Mark description
The mark consists of a stylized tree to the left of the words "WHOLE WEALTH", above the word "MANAGEMENT"
Holders and representatives
Holders
Whole Wealth Management, LLC
Representatives
Brian L. Michaelis Seyfarth Shaw LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial planning, namely, investment management, risk management and retirement planning
Publications
History of USPTO decisions and trademark events.
24 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
03/09/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
03/09/2026
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
04/17/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
04/17/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/17/2023
E815
TEAS SECTION 8 & 15 RECEIVED
10/06/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
08/29/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
09/27/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/27/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/27/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
08/29/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/13/2017
PUBO
PUBLISHED FOR OPPOSITION
06/13/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/24/2017
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
04/05/2017
XAEC
EXAMINER'S AMENDMENT ENTERED
04/05/2017
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
04/05/2017
GNEA
EXAMINERS AMENDMENT E-MAILED
04/05/2017
CNEA
EXAMINERS AMENDMENT -WRITTEN
04/05/2017
DOCK
ASSIGNED TO EXAMINER
04/03/2017
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
01/17/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/14/2017
NWAP
NEW APPLICATION ENTERED
01/12/2017
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