USPTO trademark

UPTICK PARTNERS

RegisteredUSPTOWord markClass 35

"UPTICK PARTNERS" is a word mark owned by Holistic Planning, LLC, filed at the USPTO on November 13, 2023. It is registered and covers class 35 (Advertising and Business).

Get this data via the API
Official USPTO record
UPTICK PARTNERS trademark as filed
As filed with the USPTO
Status
Registered
Since October 7, 2025
Filed
November 13, 2023
Registered
October 7, 2025
Expires
Not recorded
Application no.
98266885
Registration no.
7977422
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns UPTICK PARTNERS

The owner and representative on file with the office.

Owner

Holistic Planning, LLC

Nacogdoches, United States

Representative

Michael E. Broms

Spencer Fane LLP

Goods and services

What the mark covers

The products and services UPTICK PARTNERS is filed for, grouped by Nice class.

  • 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

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notice of registration confirmation emailed
  2. Registered-principal register
  3. Teas change of correspondence received
  4. Applicant/correspondence changes (non-responsive) entered
  5. Teas change of owner address received
  6. Notice of registration confirmation emailed
  7. Notice of acceptance of statement of use e-mailed
  8. Allowed principal register - sou accepted
  9. Statement of use processing complete
  10. Case assigned to intent to use paralegal

10 earlier steps on the official record.

FAQ

About UPTICK PARTNERS

Who owns the trademark "UPTICK PARTNERS"?

The USPTO trademark "UPTICK PARTNERS" (application 98266885) is owned by Holistic Planning, LLC.

What is the status of "UPTICK PARTNERS"?

Its status at the USPTO is: registered.

When was "UPTICK PARTNERS" registered?

It was registered on October 7, 2025.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull UPTICK PARTNERS and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d2c4a-ddfa-7669-a232-e955350fc0d7
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2c4a-ddfa-7669-a232-e955350fc0d7",
  "object": "trademark",
  "mark_text": "UPTICK PARTNERS",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "98266885",
  "filing_date": "2023-11-13",
  "nice_classes": [
    35
  ],
  "owners": [
    {
      "name": "Holistic Planning, LLC",
      "entity_id": null
    }
  ]
}