UPTICK PARTNERS Trademark

Trademark Overview

On Monday, November 13, 2023, a trademark application was filed for UPTICK PARTNERS with the United States Patent and Trademark Office. The USPTO has given the UPTICK PARTNERS trademark a serial number of 98266885. The federal status of this trademark filing is SU - REGISTRATION REVIEW COMPLETE as of Monday, September 15, 2025. This trademark is owned by Holistic Planning, LLC. The UPTICK PARTNERS trademark is filed in the Advertising, Business and Retail Services category with the following description:

Business development services; Business development services, namely, providing start-up support for businesses of others; Business management services, namely, administration of business engaged in providing start-up support for financial professionals to assist such professionals in becoming registered investment advisors
uptick partners

General Information

Serial Number98266885
Word MarkUPTICK PARTNERS
Filing DateMonday, November 13, 2023
Status819 - SU - REGISTRATION REVIEW COMPLETE
Status DateMonday, September 15, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 25, 2024

Trademark Statements

Goods and ServicesBusiness development services; Business development services, namely, providing start-up support for businesses of others; Business management services, namely, administration of business engaged in providing start-up support for financial professionals to assist such professionals in becoming registered investment advisors
NOT AVAILABLEPARTNERS

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 13, 2023
Primary Code035
First Use Anywhere DateMonday, March 4, 2024
First Use In Commerce DateMonday, March 4, 2024

Trademark Owner History

Party NameHolistic Planning, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNacogdoches, TX 75965
Party NameHolistic Planning, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNacogdoches, TX 75965

Trademark Events

Event DateEvent Description
Monday, November 13, 2023NEW APPLICATION ENTERED
Tuesday, January 30, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, May 2, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 25, 2024ASSIGNED TO EXAMINER
Monday, April 29, 2024NON-FINAL ACTION WRITTEN
Monday, April 29, 2024NON-FINAL ACTION E-MAILED
Monday, April 29, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, May 2, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, May 2, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, May 21, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 5, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 25, 2024PUBLISHED FOR OPPOSITION
Sunday, November 3, 2024EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Tuesday, June 25, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Thursday, July 25, 2024EXTENSION OF TIME TO OPPOSE RECEIVED
Wednesday, December 4, 2024USE AMENDMENT FILED
Wednesday, December 4, 2024TEAS STATEMENT OF USE RECEIVED
Tuesday, November 26, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, March 10, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, March 10, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, March 10, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, March 10, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Thursday, August 14, 2025CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, August 25, 2025STATEMENT OF USE PROCESSING COMPLETE
Monday, September 15, 2025ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, September 15, 2025NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, October 3, 2025NOTICE OF REGISTRATION CONFIRMATION EMAILED
Friday, October 3, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, October 3, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, October 3, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED

Related Keywords

partners uptick business services professionals start support development providing namely such assist