WHOLE WEALTH MANAGEMENT
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 17 Apr 2023)
What this means for you
Registered since 29 Aug 2017. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (the §8 & §9 renewal is due by 29 Aug 2027, and its filing window is open now).
Record
- Serial number
- 87293283
- Registration number
- 5275339
- Mark type
- Design + words
- Filed
- 09 Jan 2017
- Published for opposition
- 13 Jun 2017
- Registered
- 29 Aug 2017
- Next maintenance filing
- §8 & §9 renewal, due by 29 Aug 2027 (grace period to 29 Feb 2028)
- Attorney of record
- Brian L. Michaelis
Goods and services
- Class 036 — Insurance and financial services: Financial planning, namely, investment management, risk management and retirement planning
Owner
- Whole Wealth Management, LLC, Portsmouth, NH, US
- Whole Wealth Management, LLC, Portsmouth, NH, US
- Whole Wealth Management, LLC, Portsmouth, NH, US
Prosecution history
- 09 Mar 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 09 Mar 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 09 Mar 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 17 Apr 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 17 Apr 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 17 Apr 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 06 Oct 2022 — TEAS SECTION 8 & 15 RECEIVED
- 29 Aug 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 27 Sept 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 27 Sept 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 27 Sept 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 29 Aug 2017 — REGISTERED-PRINCIPAL REGISTER
- 13 Jun 2017 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 13 Jun 2017 — PUBLISHED FOR OPPOSITION
- 24 May 2017 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED