| Serial Number | 99449183 |
| Word Mark | UP |
| Filing Date | Friday, October 17, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Tuesday, June 16, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Tax planning |
| Goods and Services | Financial planning services; investment planning and portfolio management services; registered investment advisor services; trustee services; all the aforementioned services in the fields of traditional financial services |
| Description of Mark | The mark consists of the image of a cloud with the word "UP" in stylized letters appearing in the cloud. |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 17, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Sunday, March 1, 2015 |
| First Use In Commerce Date | Sunday, March 1, 2015 |
| 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 | Friday, October 17, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, March 1, 2015 |
| First Use In Commerce Date | Sunday, March 1, 2015 |
| Party Name | Up Financial Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 11 - Company |
| Address | Calgary, AB T2R 0C5 CA |
| Event Date | Event Description |
| Friday, October 17, 2025 | NEW APPLICATION ENTERED |
| Friday, October 17, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, March 3, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 3, 2026 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, March 5, 2026 | ASSIGNED TO EXAMINER |
| Monday, March 9, 2026 | NON-FINAL ACTION WRITTEN |
| Monday, March 9, 2026 | NON-FINAL ACTION E-MAILED |
| Monday, March 9, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 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 |
| Friday, June 12, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, June 16, 2026 | ASSIGNED TO LIE |
| Tuesday, June 16, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, June 16, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |