USPTO trademark

HOLISTIC FINANCIAL COACH PROGRAM

RegisteredUSPTOWord markClass 9Class 41

"HOLISTIC FINANCIAL COACH PROGRAM" is a word mark owned by Equitable Holdings, Inc., filed at the USPTO on September 16, 2024. It is registered and covers classes 9 and 41.

View Equitable Holdings, Inc. portfolioGet this data via the API
Official USPTO record
HOLISTIC FINANCIAL COACH PROGRAM trademark as filed
As filed with the USPTO
Status
Registered
Since February 25, 2025
Filed
September 16, 2024
Registered
February 25, 2025
Expires
Not recorded
Application no.
98752495
Registration no.
7708733
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
2 classes
Ownership

Who owns HOLISTIC FINANCIAL COACH PROGRAM

The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.

Owner

Equitable Holdings, Inc.

EQH · New York, United States

202 trademarks in the portfolioView company

Representative

Catherine M.C. Farrelly

Frankfurt Kurnit Klein & Selz PC

Goods and services

What the mark covers

The products and services HOLISTIC FINANCIAL COACH PROGRAM is filed for, grouped by Nice class.

  • Electronic downloadable publications, namely, newsletters, non-fiction books and study guides, all in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies

  • Educational services, namely, conducting classes and seminars in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies; non-downloadable electronic publications, namely, newsletters, non-fiction books and study guides, all in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notice of registration confirmation emailed
  2. Registered-supplemental register
  3. Approved for registration supplemental register
  4. Teas/email correspondence entered
  5. Correspondence received in law office
  6. Teas response to office action received
  7. Notification of non-final action e-mailed
  8. Non-final action e-mailed
  9. Non-final action written
  10. Assigned to examiner

2 earlier steps on the official record.

FAQ

About HOLISTIC FINANCIAL COACH PROGRAM

Who owns the trademark "HOLISTIC FINANCIAL COACH PROGRAM"?

The USPTO trademark "HOLISTIC FINANCIAL COACH PROGRAM" (application 98752495) is owned by Equitable Holdings, Inc.

What is the status of "HOLISTIC FINANCIAL COACH PROGRAM"?

Its status at the USPTO is: registered.

When was "HOLISTIC FINANCIAL COACH PROGRAM" registered?

It was registered on February 25, 2025.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull HOLISTIC FINANCIAL COACH PROGRAM and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d29d8-d0b0-75a7-a2a1-7fd5e6b891ca
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d29d8-d0b0-75a7-a2a1-7fd5e6b891ca",
  "object": "trademark",
  "mark_text": "HOLISTIC FINANCIAL COACH PROGRAM",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "98752495",
  "filing_date": "2024-09-16",
  "nice_classes": [
    9,
    41
  ],
  "owners": [
    {
      "name": "Equitable Holdings, Inc.",
      "entity_id": "ent_019eb700-66a9-71c9-b780-2000609cb520"
    }
  ]
}