TRELLIS ANNUITY
Live / Applied — Non-final action mailed (as of 13 Mar 2026)
What this means for you
Not registered yet, but its 29 Oct 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99468633
- Mark type
- Stylized text
- Filed
- 29 Oct 2025
- Attorney of record
- Kimberlee A Boyle
Goods and services
- Class 036 — Insurance and financial services: Underwriting, issuance and administration of annuities; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Issuance and administration of annuities; Investment management of and distribution of annuities; Annuity underwriting; Annuity claims processing; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds
Owner
- Trellis Financial Corporation, Durham, NC, US
Prosecution history
- 13 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 13 Mar 2026 — NON-FINAL ACTION E-MAILED
- 13 Mar 2026 — NON-FINAL ACTION WRITTEN
- 13 Mar 2026 — ASSIGNED TO EXAMINER
- 29 Oct 2025 — APPLICATION FILING RECEIPT MAILED
- 29 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 29 Oct 2025 — NEW APPLICATION ENTERED