VAST PERSONALIZED PORTFOLIOS
Live / Registered — Registered (as of 28 Jan 2025)
What this means for you
Registered since 28 Jan 2025. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 97234443
- Registration number
- 7671931
- Mark type
- Stylized text
- Filed
- 24 Jan 2022
- Published for opposition
- 13 Jun 2023
- Registered
- 28 Jan 2025
- Attorney of record
- KATE BOHMANN
Goods and services
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for managing investment accounts, namely, personalized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions
Owner
- Vestmark, Inc., Wakefield, MA, US
- Vestmark, Inc., Wakefield, MA, US
- Vestmark, Inc., Wakefield, MA, US
Prosecution history
- 28 Jan 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 28 Jan 2025 — REGISTERED-PRINCIPAL REGISTER
- 08 Jan 2025 — EXPARTE APPEAL TERMINATED
- 08 Jan 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 08 Jan 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 07 Jan 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 07 Jan 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 06 Jan 2025 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
- 06 Jan 2025 — EX PARTE APPEAL-INSTITUTED
- 06 Jan 2025 — JURISDICTION RESTORED TO EXAMINING ATTORNEY
- 06 Jan 2025 — EXPARTE APPEAL RECEIVED AT TTAB
- 29 Oct 2024 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 29 Oct 2024 — FINAL REFUSAL E-MAILED
- 29 Oct 2024 — SU - FINAL REFUSAL - WRITTEN
- 27 Sept 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED