TrademarkDir
UPTICK PARTNERS
LIVE

Serial Number

98266885

Owner

Holistic Planning, LLC

Attorney

Michael E. Broms

First Use Date

Mar 4, 2024

Filing Date

Nov 13, 2023

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UPTICK PARTNERS Trademark

Serial Number: 98266885 • Registration: 7977422

UPTICK PARTNERS is a trademark filed by Holistic Planning, LLC on November 13, 2023. The trademark is classified under Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Holistic Planning, LLC (4 trademarks)

777 East Austin Street
Nacogdoches, TX 75965

Entity Type: 16

Trademark Details

Filing Date

November 13, 2023

Registration Date

October 7, 2025

First Use Anywhere

March 4, 2024

First Use in Commerce

March 4, 2024

Published for Opposition

June 25, 2024

Goods & Services

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

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Oct 7, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Oct 7, 2025 R.PR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 3, 2025 TCCA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Oct 3, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Oct 3, 2025 COAR
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Oct 3, 2025 NRCC
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Sep 15, 2025 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Sep 15, 2025 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Aug 25, 2025 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Aug 14, 2025 AITU
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Mar 10, 2025 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 10, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 10, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 10, 2025 REAP
USE AMENDMENT FILED
Dec 4, 2024 IUAF
TEAS STATEMENT OF USE RECEIVED
Dec 4, 2024 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Nov 26, 2024 NOAM
EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Nov 3, 2024 ETOP
EXTENSION OF TIME TO OPPOSE RECEIVED
Jul 25, 2024 ETOF
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jun 25, 2024 NPUB
PUBLISHED FOR OPPOSITION
Jun 25, 2024 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 5, 2024 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
May 21, 2024 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 2, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 2, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 2, 2024 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 29, 2024 GNRN
NON-FINAL ACTION E-MAILED
Apr 29, 2024 GNRT
NON-FINAL ACTION WRITTEN
Apr 29, 2024 CNRT
ASSIGNED TO EXAMINER
Apr 25, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 30, 2024 NWOS
NEW APPLICATION ENTERED
Nov 13, 2023 NWAP

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