PERSONALIZED INVESTING AT SCALE

Serial Number 97268235
Registration 7272082
700

Registration Progress

Application Filed
Feb 15, 2022
Under Examination
Approved for Publication
Published for Opposition
Registered
Jan 9, 2024

Trademark Image

PERSONALIZED INVESTING AT SCALE

Basic Information

Serial Number
97268235
Registration Number
7272082
Filing Date
February 15, 2022
Registration Date
January 9, 2024
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Jan 9, 2024
Registration
Registered
Classes
042

Rights Holder

Vestmark, Inc.

03
Address
Suite 205
100 Quannapowitt Parkway
Wakefield, MA 01880

Ownership History

Vestmark, Inc.

Original Applicant
03
Wakefield, MA

Vestmark, Inc.

Original Registrant
03
Wakefield, MA

Legal Representation

Attorney
Thomas D. Bratschun

USPTO Deadlines

Next Deadline
1520 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2024-01-09)
Due Date
January 09, 2030
Grace Period Ends
July 09, 2030
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

23 events
Date Code Type Description Documents
Jan 9, 2024 NRCS E NOTICE OF REGISTRATION CONFIRMATION EMAILED Loading...
Jan 9, 2024 R.SR A REGISTERED-SUPPLEMENTAL REGISTER Loading...
Jul 18, 2023 AAUA E NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED Loading...
Jul 15, 2023 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Jul 15, 2023 IUAA P USE AMENDMENT ACCEPTED Loading...
Jul 15, 2023 CNTA O APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER Loading...
Jul 14, 2023 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Jul 14, 2023 ERFR I TEAS REQUEST FOR RECONSIDERATION RECEIVED Loading...
Jul 13, 2023 IUAF S USE AMENDMENT FILED Loading...
Jul 13, 2023 AUPC I AMENDMENT TO USE PROCESSING COMPLETE Loading...
Jul 12, 2023 EAAU I TEAS AMENDMENT OF USE RECEIVED Loading...
Jun 11, 2023 GNFR O FINAL REFUSAL E-MAILED Loading...
Jun 11, 2023 GNFN O NOTIFICATION OF FINAL REFUSAL EMAILED Loading...
Jun 11, 2023 CNFR R FINAL REFUSAL WRITTEN Loading...
May 4, 2023 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
May 3, 2023 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
May 3, 2023 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Nov 14, 2022 GNRN O NOTIFICATION OF NON-FINAL ACTION E-MAILED Loading...
Nov 14, 2022 GNRT F NON-FINAL ACTION E-MAILED Loading...
Nov 14, 2022 CNRT R NON-FINAL ACTION WRITTEN Loading...
Nov 2, 2022 DOCK D ASSIGNED TO EXAMINER Loading...
Feb 22, 2022 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Feb 18, 2022 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 042
Software as a service (SAAS) services featuring software for managing investment accounts, namely, individualized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions
First Use Anywhere: Jun 22, 2023
First Use in Commerce: Jun 22, 2023

Classification

International Classes
042