Trademark Overview
On Friday, October 17, 2025, a trademark application was filed for UP FINANCIAL with the United States Patent and Trademark Office. The USPTO has given the UP FINANCIAL trademark a serial number of 99449159. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, October 17, 2025. This trademark is owned by Up Financial Inc.. The UP FINANCIAL trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, Personal, and Legal & Social Services categories with the following description:
Wills and personal directive services; power of attorney services; executor and executrix services; will and probate services; trustee 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
Tax planning, personal tax services, corporate tax services, incorporation services
