TAILORED ADVISORY PORTFOLIO

Serial Number 86399948
Registration 4886651
702

Registration Progress

Application Filed
Sep 19, 2014
Under Examination
May 5, 2015
Approved for Publication
Mar 10, 2015
Published for Opposition
Mar 10, 2015
Registered
Jan 12, 2016

Attorney Assistance

Section 8 & 9 (10-Year) Renewal Due (Based on registration date 2016-01-12)
Due: Jan 12, 2026 174 days

Trademark Image

TAILORED ADVISORY PORTFOLIO

Basic Information

Serial Number
86399948
Registration Number
4886651
Filing Date
September 19, 2014
Registration Date
January 12, 2016
Published for Opposition
March 10, 2015
Drawing Code
4

Status Summary

Current Status
Active
Status Code
702
Status Date
Jun 1, 2022
Registration
Registered
Classes
042

Rights Holder

Vestmark, Inc.

03
Address
100 Quannapowitt Parkway, Suite 205
Wakefield, MA 01880

Ownership History

Vestmark, Inc.

Original Applicant
03
Wakefield, MA

Vestmark, Inc.

Owner at Publication
03
Wakefield, MA

Vestmark, Inc.

Original Registrant
03
Wakefield, MA

Legal Representation

Attorney
Thomas D. Bratschun

USPTO Deadlines

Next Deadline
174 days remaining
Section 8 & 9 (10-Year) Renewal Due (Based on registration date 2016-01-12)
Due Date
January 12, 2026
Grace Period Ends
July 12, 2026

Application History

31 events
Date Code Type Description Documents
Jan 12, 2025 REM2 E COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED Loading...
Jun 1, 2022 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED Loading...
Jun 1, 2022 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. Loading...
Jun 1, 2022 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Dec 9, 2021 E815 I TEAS SECTION 8 & 15 RECEIVED Loading...
Jan 12, 2021 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Jan 12, 2016 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Dec 9, 2015 SUNA E NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED Loading...
Dec 8, 2015 CNPR P ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED Loading...
Dec 7, 2015 SUPC I STATEMENT OF USE PROCESSING COMPLETE Loading...
Nov 18, 2015 EXRA E NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Loading...
Nov 17, 2015 AITU A CASE ASSIGNED TO INTENT TO USE PARALEGAL Loading...
Nov 17, 2015 IUAF S USE AMENDMENT FILED Loading...
Nov 17, 2015 EISU I TEAS STATEMENT OF USE RECEIVED Loading...
Nov 17, 2015 EX1G S SOU EXTENSION 1 GRANTED Loading...
Nov 4, 2015 EXT1 S SOU EXTENSION 1 FILED Loading...
Nov 4, 2015 EEXT I SOU TEAS EXTENSION RECEIVED Loading...
May 5, 2015 NOAM E NOA E-MAILED - SOU REQUIRED FROM APPLICANT Loading...
Mar 10, 2015 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Mar 10, 2015 PUBO A PUBLISHED FOR OPPOSITION Loading...
Feb 18, 2015 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Jan 30, 2015 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED Loading...
Jan 27, 2015 ALIE A ASSIGNED TO LIE Loading...
Jan 6, 2015 CNSA P APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Jan 6, 2015 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Jan 6, 2015 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Jan 6, 2015 GNEA F EXAMINERS AMENDMENT E-MAILED Loading...
Jan 6, 2015 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Jan 6, 2015 DOCK D ASSIGNED TO EXAMINER Loading...
Sep 26, 2014 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Sep 23, 2014 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 042
Software as a service (SAAS) services featuring software for managing investment accounts
First Use Anywhere: Apr 30, 2014
First Use in Commerce: Apr 30, 2014

Classification

International Classes
042

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"ADVISORY PORTFOLIO"