GleanMark

HOLISTIC WEALTH PLANNING Trademark

HOLISTIC WEALTH PLANNING is a USPTO trademark filed by Small, William J.. Status: Registered.

Trademark Facts

MarkHOLISTIC WEALTH PLANNING
Serial Number87426251
Registration Number5553055
StatusRegistered
Filing Date2017-04-26
Registration Date2018-09-04
Mark TypeWord
Nice Classes036 (Financial Services)
OwnerSmall, William J.
Attorney of RecordW. Drew Kastner
Prosecution Events61
Latest EventARAA on 2026-01-21

Goods & Services

Class 036: Financial planning

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