| Serial Number | 90902611 |
| Word Mark | UPSWOT |
| Filing Date | Wednesday, August 25, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 8, 2022 |
| Registration Number | 6892748 |
| Registration Date | Tuesday, November 8, 2022 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 23, 2022 |
| Description of Mark | The mark consists of the letters upSWOT in a stylized font, wherein partial circles surround the letters "up". |
| Goods and Services | Software as a service (SAAS) services featuring computer software for use by financial institutions for aggregating, analyzing, and reporting financial and business data of small and medium business customers; Software as a service (SAAS) services featuring computer software for optimizing customer outreach activity by utilizing customer segmentation across various metrics and indicators, namely, business industry, business location, number of business location, number of employees, annual revenue, net profit margin, gross margin, operating cash flow ratio, working capital, debt-to-equity ratio, return on assets, total asset turnover, and business seasonality for cash flow forecasting, preparing an actionable insights, dashboards, business performance alerts, timely business recommendations, intelligent forecasting, financial reporting, detailed audits, data verification, business health score creating, and business customers segmentations; Software as a service (SAAS) services featuring computer software for providing recommendations to small and medium business customers relating to cash management, debt funding decisions, financial planning, and credit products being bank loans, business lines of credit, microloans, cash flow loans, business credit cards, equipment financing, trade credits, and franchise loans; providing a website featuring on-line non-downloadable software that enables financial institutions to aggregate and analyze data from business accounting, banking, CRM, ERP, e-wallets, payment processing, e-commerce, payroll, credit bureau, cryptocurrency wallets, cryptocurrency exchange, logistics, analytics, marketing, and POS software to recommend financial products being bank loans, microloans, cash flow loans, alternative online loans, business credit cards, business lines of credit, equipment financing, trade credit, franchise loans, and business insurances |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 20, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, April 30, 2021 |
| First Use In Commerce Date | Friday, April 30, 2021 |
| Party Name | UPTIQ, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | PLANO, TX 75093 |
| Party Name | Upswot, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Charlotte, NC 28277 |
| Party Name | Upswot, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Charlotte, NC 28277 |
| Party Name | Upswot, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Charlotte, NC 28277 |
| Event Date | Event Description |
| Saturday, August 28, 2021 | NEW APPLICATION ENTERED |
| Tuesday, October 12, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, October 13, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, May 27, 2022 | ASSIGNED TO EXAMINER |
| Friday, May 27, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, May 27, 2022 | NON-FINAL ACTION WRITTEN |
| Friday, May 27, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, June 23, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 22, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, June 22, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, June 22, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, June 22, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 22, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, July 20, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, July 20, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, July 20, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, July 20, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, August 3, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, July 20, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, August 23, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 23, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 8, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, March 5, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, November 8, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |