HOLISTIC ADVISORY FINANCIAL INDEPENDENCE (U.S. Trademark Serial Number 97484345) is a United States trademark of Holistic Advisory, LLC. The goods and services include: financial advisory and consultancy services in the field of investment advice, financial planning, tax and accounting services, and estate planning; insurance services . The correspondent is KATHRYN A. GROMLOVITS of SHUMAKER, LOOP & KENDRICK, LLP.

This trademark was filed on June 30, 2022 as United States Trademark Application Serial Number 97484345. This trademark application is still pending and does not yet have a registration number.

Trademark PTO Status History

July 04, 2022 – NEW APPLICATION ENTERED IN TRAM

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View full trademark status information at USPTO

Ownership History

Holistic Advisory, LLC

View documents on file at USPTO

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