UPTREX

Live / Registered — Registered and renewed (as of 08 Jan 2026)

What this means for you

Registered since 13 Sept 2016. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 13 Sept 2026).

Record

Serial number
86894452
Registration number
5040507
Mark type
Stylized text
Filed
02 Feb 2016
Published for opposition
28 Jun 2016
Registered
13 Sept 2016
Next maintenance due
13 Sept 2026
Attorney of record
Claire Kalia

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, wealth management services; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, investment management and advice; fiscal valuations and assessments; cash management; financial analysis; Financial consulting in the fields of finance, real estate investments, capital investments, investment securities, financial planning, retirement planning, insurance planning, wealth management, and financial asset management; Financial analysis and research services; Financial consultancy; Financial consultation; Financial consulting; Financial information and advisory services; Financial planning; Financial services, namely, wealth management services

Owner

Prosecution history

  • 08 Jan 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 08 Jan 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 08 Jan 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 08 Jan 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 30 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 30 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 30 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 30 Oct 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 30 Oct 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 30 Sept 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 13 Sept 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 13 Apr 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 13 Apr 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 29 Mar 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 17 Sept 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

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