| Serial Number | 99449183 |
| Word Mark | UP |
| Filing Date | Friday, October 17, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, March 13, 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 |
| Goods and Services | Wills and personal directive services; power of attorney services; executor and executrix services; will and probate services; trustee services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| 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 | Tax planning, personal tax services, corporate tax services, incorporation 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 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, October 17, 2025 |
| Primary Code | 045 |
| 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 |