VESTWELL
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 01 Feb 2024)
What this means for you
Registered since 26 Jun 2018. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87666086
- Registration number
- 5501628
- Mark type
- Stylized text
- Filed
- 31 Oct 2017
- Published for opposition
- 10 Apr 2018
- Registered
- 26 Jun 2018
- Attorney of record
- Alberto Zacapa
Goods and services
- Class 035 — Advertising and business services: Connecting qualified service providers with consumers, namely, connecting consumers with service providers in the field of investment management, administration, record-keeping, custody, trustee, and fiduciary representative services; financial record-keeping for the administration of retirement plans
- Class 036 — Insurance and financial services: Individual retirement account services; investment advice; financial consulting services; investment management services; annuity services, namely, account and investment administration services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; trustee services; fiduciary representative services
- Class 042 — Scientific and technological services: Computer software consulting services; providing temporary use of on-line non-downloadable software for advisors, companies, and employees for use in the management, analysis, automation, and compliance of retirement accounts
Owner
- Vestwell Holdings, Inc., NEW YORK, NY, US
- Vestwell Holdings, Inc., New York, NY, US
- Vestwell Holdings, Inc., New York, NY, US
Prosecution history
- 05 May 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 05 May 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 05 May 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 05 May 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 05 May 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 01 Feb 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 01 Feb 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 01 Feb 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 10 Aug 2023 — TEAS SECTION 8 & 15 RECEIVED
- 26 Jun 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 26 Jun 2018 — REGISTERED-PRINCIPAL REGISTER
- 10 Apr 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 10 Apr 2018 — PUBLISHED FOR OPPOSITION
- 21 Mar 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 05 Mar 2018 — ASSIGNED TO LIE