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
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:
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