Application

UPWISE

Metropolitan Life Insurance Company

Trademark/Service Mark Application, Principal Register

PTO- 1478
Approved for use through 02/28/2021. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

Trademark/Service Mark Application, Principal Register

Serial Number: 90496907
Filing Date: 01/29/2021

The table below presents the data as entered.

Input Field
Entered
SERIAL NUMBER 90496907
MARK INFORMATION
*MARK UPWISE
STANDARD CHARACTERS YES
USPTO-GENERATED IMAGE YES
LITERAL ELEMENT UPWISE
MARK STATEMENT The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER Principal
APPLICANT INFORMATION
*OWNER OF MARK Metropolitan Life Insurance Company
*MAILING ADDRESS 200 Park Avenue
*CITY New York
*STATE
(Required for U.S. applicants)
New York
*COUNTRY/REGION/JURISDICTION/U.S. TERRITORY United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
10166
PHONE 212-578-3136
*EMAIL ADDRESS XXXX
LEGAL ENTITY INFORMATION
TYPE corporation
STATE/COUNTRY/REGION/JURISDICTION/U.S. TERRITORY OF INCORPORATION New York
GOODS AND/OR SERVICES AND BASIS INFORMATION
INTERNATIONAL CLASS 036 
*IDENTIFICATION Financial wellness program services, namely, providing financial advice and assistance to individuals, plan sponsors and companies as part of benefit programs for employees and participants; providing financial wellness information via a web site and mobile application; financial wellness assessments in the nature of financial advice, management, and consulting, financial wellness counseling in the nature of financial advice, management and consulting, financial advisory and consultancy services, financial retirement plan consulting, financial planning, financial planning consultation, financial planning for retirement, financial risk management, retirement plan investment advising services, investment advisory services, and investment management services, all of the foregoing provided in connection with financial wellness programs as part of benefit plans for employees and plan participants
FILING BASIS SECTION 1(b)
ATTORNEY INFORMATION
NAME Heidi C. Constantine
ATTORNEY BAR MEMBERSHIP NUMBER XXX
YEAR OF ADMISSION XXXX
U.S. STATE/ COMMONWEALTH/ TERRITORY XX
FIRM NAME Metropolitan Life Insurance Company
STREET 200 Park Avenue
CITY New York
STATE New York
COUNTRY/REGION/JURISDICTION/U.S. TERRITORY United States
ZIP/POSTAL CODE 10166
PHONE 212-578-3136
EMAIL ADDRESS metip@metlife.com
CORRESPONDENCE INFORMATION
NAME Heidi C. Constantine
PRIMARY EMAIL ADDRESS FOR CORRESPONDENCE metip@metlife.com
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES) hconstantine@metilfe.com
FEE INFORMATION
APPLICATION FILING OPTION TEAS Standard
NUMBER OF CLASSES 1
APPLICATION FOR REGISTRATION PER CLASS 350
*TOTAL FEES DUE 350
*TOTAL FEES PAID 350
SIGNATURE INFORMATION
SIGNATURE /heidi c constantine/
SIGNATORY'S NAME Heidi C. Constantine
SIGNATORY'S POSITION Assistant General Counsel
SIGNATORY'S PHONE NUMBER 212-578-3136
DATE SIGNED 01/28/2021
SIGNATURE METHOD Sent to third party for signature



PTO- 1478
Approved for use through 02/28/2021. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number


Trademark/Service Mark Application, Principal Register

Serial Number: 90496907
Filing Date: 01/29/2021

To the Commissioner for Trademarks:

MARK: UPWISE (Standard Characters, see mark)
The literal element of the mark consists of UPWISE. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Metropolitan Life Insurance Company, a corporation of New York, having an address of
      200 Park Avenue
      New York, New York 10166
      United States
      212-578-3136(phone)
      XXXX

requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:

International Class 036:  Financial wellness program services, namely, providing financial advice and assistance to individuals, plan sponsors and companies as part of benefit programs for employees and participants; providing financial wellness information via a web site and mobile application; financial wellness assessments in the nature of financial advice, management, and consulting, financial wellness counseling in the nature of financial advice, management and consulting, financial advisory and consultancy services, financial retirement plan consulting, financial planning, financial planning consultation, financial planning for retirement, financial risk management, retirement plan investment advising services, investment advisory services, and investment management services, all of the foregoing provided in connection with financial wellness programs as part of benefit plans for employees and plan participants
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.



The owner's/holder's proposed attorney information: Heidi C. Constantine. Heidi C. Constantine of Metropolitan Life Insurance Company, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, is located at
      200 Park Avenue
      New York, New York 10166
      United States
      212-578-3136(phone)
      metip@metlife.com

Heidi C. Constantine submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S. Commonwealth or territory.
The applicant's current Correspondence Information:
      Heidi C. Constantine
       PRIMARY EMAIL FOR CORRESPONDENCE: metip@metlife.com
       SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): hconstantine@metilfe.com


Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed, and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).
A fee payment in the amount of $350 has been submitted with the application, representing payment for 1 class(es).

Declaration

Declaration Signature

Signature: /heidi c constantine/   Date: 01/28/2021
Signatory's Name: Heidi C. Constantine
Signatory's Position: Assistant General Counsel
Signatory's Phone Number: 212-578-3136
Signature method: Sent to third party for signature
Payment Sale Number: 90496907
Payment Accounting Date: 01/29/2021

Serial Number: 90496907
Internet Transmission Date: Fri Jan 29 10:20:19 ET 2021
TEAS Stamp: USPTO/BAS-XX.X.XX.XXX-202101291020191586
17-90496907-760d78acaabb9f474ddec653f689
3256f8f1548373d75897911bd198be353d1257-C
C-20177628-20210128135134400512

Application [image/jpeg]


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