THE W.I.S.E. MONEY BUCKET STRATEGY
LIVE
Serial Number
99655599
Owner
Holistiq Planning LLCFirst Use Date
Nov 1, 2025
Filing Date
Feb 16, 2026
THE W.I.S.E. MONEY BUCKET STRATEGY Trademark
Serial Number: 99655599
THE W.I.S.E. MONEY BUCKET STRATEGY is a trademark filed by
Holistiq Planning LLC
on February 16, 2026. The trademark is classified under Class 36 (Insurance & Financial).
The application is currently pending registration.
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Holistiq Planning LLC
130 N. Preston Road, Suite 328
Prosper, TX 75078
United States
Trademark Details
Filing Date
February 16, 2026
Registration Date
Not Registered
First Use Anywhere
November 1, 2025
First Use in Commerce
November 1, 2025
Goods & Services
Financial planning and investment advisory services
Filing History
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 18, 2026 GNRN
NON-FINAL ACTION E-MAILED
Jun 18, 2026 GNRT
NON-FINAL ACTION WRITTEN
Jun 18, 2026 CNRT
ASSIGNED TO EXAMINER
Jun 18, 2026 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Jun 17, 2026 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 17, 2026 NWOS
APPLICATION FILING RECEIPT MAILED
Feb 16, 2026 MAFR
NEW APPLICATION ENTERED
Feb 16, 2026 NWAP
