HOLISTIC WEALTH PLANNING

LIVE

Serial Number

87426251

Owner

Small, William J.

Attorney

W. Drew Kastner

First Use Date

Jan 1, 2007

Filing Date

Apr 26, 2017

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HOLISTIC WEALTH PLANNING Trademark

Serial Number: 87426251 • Registration: 5553055

HOLISTIC WEALTH PLANNING is a trademark filed by Small, William J. on April 26, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Small, William J. (3 trademarks)

2720 S. Ocean Blvd. #117
Palm Beach, FL 33480

Entity Type: 01

Legal Representation

Attorney of Record

W. Drew Kastner

1,324 trademarks filed View all →

Correspondence Address

W. Drew Kastner Offit Kurman

2000 Market Street, Suite 2700

Philadelphia, PA 19103

United States

Trademark Details

Filing Date

April 26, 2017

Registration Date

September 4, 2018

First Use Anywhere

January 1, 2007

First Use in Commerce

January 1, 2007

Published for Opposition

September 5, 2017

Goods & Services

Financial planning

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jan 21, 2026 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jan 21, 2026 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jan 21, 2026 REAP

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jan 21, 2026 CHAN

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jan 21, 2026 COAR

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Sep 3, 2025 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Sep 3, 2025 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Sep 3, 2025 REAP

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Sep 26, 2024 NA85

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Sep 26, 2024 C15A

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Sep 26, 2024 APRE

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jun 14, 2024 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jun 14, 2024 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jun 14, 2024 REAP

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jun 14, 2024 CHAN

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jun 14, 2024 COAR

TEAS SECTION 8 & 15 RECEIVED

Mar 25, 2024 E815

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

Sep 4, 2023 REM1

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Aug 4, 2022 CHAN

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Aug 4, 2022 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Aug 4, 2022 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Aug 4, 2022 REAP

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Aug 4, 2022 COAR

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jun 7, 2021 CHAN

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jun 7, 2021 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Jun 7, 2021 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Jun 7, 2021 REAP

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jun 7, 2021 COAR

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Feb 9, 2021 CHAN

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Feb 9, 2021 TCCA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Feb 9, 2021 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Feb 9, 2021 REAP

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Feb 9, 2021 COAR

REGISTERED-PRINCIPAL REGISTER

Sep 4, 2018 R.PR

TTAB RELEASE CASE TO TRADEMARKS

Aug 1, 2018 TMBN

OPPOSITION TERMINATED NO. 999999

Aug 1, 2018 OP.T

OPPOSITION DISMISSED NO. 999999

Aug 1, 2018 OP.D

OPPOSITION TERMINATED NO. 999999

Apr 26, 2018 OP.T

OPPOSITION DISMISSED NO. 999999

Apr 26, 2018 OP.D

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 24, 2018 ARAA

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Apr 24, 2018 REAP

OPPOSITION INSTITUTED NO. 999999

Jan 3, 2018 OP.I

OPPOSITION TERMINATED NO. 999999

Nov 17, 2017 OP.T

OPPOSITION DISMISSED NO. 999999

Nov 17, 2017 OP.D

OPPOSITION INSTITUTED NO. 999999

Oct 5, 2017 OP.I

OPPOSITION INSTITUTED NO. 999999

Oct 5, 2017 OP.I

LETTER OF PROTEST EVIDENCE REVIEWED-NO FURTHER ACTION TAKEN

Sep 19, 2017 LOPR

LETTER OF PROTEST EVIDENCE FORWARDED

Sep 14, 2017 LOPT

EXTENSION OF TIME TO OPPOSE RECEIVED

Sep 8, 2017 ETOF

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Sep 5, 2017 NPUB

PUBLISHED FOR OPPOSITION

Sep 5, 2017 PUBO

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Aug 16, 2017 NONP

ASSIGNED TO LIE

Jul 28, 2017 ALIE

APPROVED FOR PUB - PRINCIPAL REGISTER

Jul 25, 2017 CNSA

EXAMINER'S AMENDMENT ENTERED

Jul 24, 2017 XAEC

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Jul 24, 2017 GNEN

EXAMINERS AMENDMENT E-MAILED

Jul 24, 2017 GNEA

EXAMINERS AMENDMENT -WRITTEN

Jul 24, 2017 CNEA

ASSIGNED TO EXAMINER

Jul 24, 2017 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Jun 5, 2017 NWOS

NEW APPLICATION ENTERED

Apr 29, 2017 NWAP

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