TRELLIS ANNUITY Trademark
Trademark Overview
On Wednesday, October 29, 2025, a trademark application was filed for TRELLIS ANNUITY with the United States Patent and Trademark Office. The USPTO has given the TRELLIS ANNUITY trademark a serial number of 99468633. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, March 13, 2026. This trademark is owned by Trellis Financial Corporation. The TRELLIS ANNUITY trademark is filed in the Insurance & Financial Services category with the following description:
Underwriting, issuance and administration of annuities; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Issuance and administration of annuities; Investment management of and distribution of annuities; Annuity underwriting; Annuity claims processing; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds
General Information
| Serial Number | 99468633 |
| Word Mark | TRELLIS ANNUITY |
| Filing Date | Wednesday, October 29, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, March 13, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Underwriting, issuance and administration of annuities; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Issuance and administration of annuities; Investment management of and distribution of annuities; Annuity underwriting; Annuity claims processing; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, October 29, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Trellis Financial Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Durham, NC 27701
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, October 29, 2025 | NEW APPLICATION ENTERED |
| Wednesday, October 29, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, October 29, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, March 13, 2026 | ASSIGNED TO EXAMINER |
| Friday, March 13, 2026 | NON-FINAL ACTION WRITTEN |
| Friday, March 13, 2026 | NON-FINAL ACTION E-MAILED |
| Friday, March 13, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
