UP FINANCIAL - Trademark Details
Status: 638 - New Application - Assigned To Examiner
Serial Number
99449159
Word Mark
UP FINANCIAL
Status
638 - New Application - Assigned To Examiner
Status Date
2026-03-05
Filing Date
2025-10-17
Mark Drawing
4 - Standard character mark
Attorney Name
Law Office Assigned Location Code
N80
Employee Name
CRAVEN, PAUL S
Statements
Goods and Services
Tax planning, personal tax services, corporate tax services, incorporation services
Goods and Services
Financial Planning services, mutual funds services, segregated fund sales, carrying on the sale of guaranteed interest option investments, carrying on the sale of guaranteed investment certificate investments, investment planning and portfolio management services, carrying on the business of brokerage of annuities, insurance sales, namely, life insurance services, disability insurance services, critical illness insurance services, long term care insurance services, estate planning services, mortgage services, investment loan services, and debt financing services; general insurance services, home insurance services, auto insurance services, commercial insurance services; carrying on the business of the use of a software based service to provide clients with investment advice and financial planning services, securities sales services, sales of securities that do not require a prospectus on issue, and venture capital services; Registered investment advisor services
Goods and Services
Wills and personal directive services; power of attorney services; executor and executrix services; will and probate services; trustee services
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2025-10-17
Primary Code
035
First Use Anywhere Date
2015-03-01
First Use In Commerce Date
2015-03-01
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2025-10-17
Primary Code
036
First Use Anywhere Date
2015-03-01
First Use In Commerce Date
2015-03-01
International Class
045 - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals. - Personal and social services rendered by others to meet the needs of individuals; security services for the protection of property and individuals.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2025-10-17
Primary Code
045
First Use Anywhere Date
2015-03-01
First Use In Commerce Date
2015-03-01
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
11 - Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Bryan J. Massey Kunzler Bean & Adamson
Address
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Trademark Events
| Event Date | Event Description |
| 2025-10-17 | NEW APPLICATION ENTERED |
| 2025-10-17 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 2025-10-17 | APPLICATION FILING RECEIPT MAILED |
| 2026-03-05 | ASSIGNED TO EXAMINER |
