VESTMARK

The mark consists of the design of an incomplete circle comprised of four shaded sections in varying lengths in the colors teal, aqua, light blue and blue-gray with the design of a shaded inverted pie piece in slate blue inserted into the top center all within a gray circle border, all to the left of the stylized wording "VESTMARK" in slate blue.

Mark For: VESTMARK® trademark registration is intended to cover the categories of software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management. [all]

>The color(s) Gray, Teal, Aqua, Light Blue, Blue-Gray and Slate Blue is/are claimed as a feature of the mark. The mark consists of the design of an incomplete circle comprised of four shaded sections in varying lengths in the colors teal, aqua, light blue and blue-gray with the design of a shaded inverted pie piece in slate blue inserted into the top center all within a gray circle border, all to the left of the stylized wording "VESTMARK" in slate blue.

Research	OneLook Acronym Finder
Serial Number	88062521
Registration Number	5773380
Mark Literal Elements	VESTMARK
Mark Drawing Type	3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S)/NUMBER(S)
Mark Type	SERVICE MARK
Standard Character Claim	No
Register	PRINCIPAL
Current Location	PUBLICATION AND ISSUE SECTION 2019-06-11
Basis	1(a)
Class Status	ACTIVE
Primary US Classes	100: Miscellaneous 101: Advertising and Business
Primary International Class	042 - Primary Class (Computer, scientific & legal) Scientific and technological services and research and design relating thereto: industrial analysis and research services; design and development of computer hardware and software; legal services.
Filed Use	Yes
Current Use	Yes
Intent To Use	No
Filed ITU	No
44D Filed	No
44E Current	No
66A Current	No
Current Basis	No
No Basis	No
Attorney Name	Thomas D. Bratschun
Attorney Docket Number	0262.10-TM
Law Office Assigned	M30
Employee Name	KEAN, AMY C

Timeline

2018-06-04	Date of First Use
2018-06-04	Date of Use In Commerce
2018-08-02	Application Filed
2019-03-26	Published
2019-03-26	Published for Opposition
2019-06-11	Location: PUBLICATION AND ISSUE SECTION
2019-06-11	Status: Live/Registered
2019-06-11	Status: Registered. The registration date is used to determine when post-registration maintenance documents are due.
2019-06-11	Trademark Registered
2019-06-11	Transaction Date

Party:	Vestmark, Inc.
Address	100 Quannapowitt Parkway, Suite 205 Wakefield, MASSACHUSETTS UNITED STATES 01880
Legal Entity Type	Corporation
Legal Entity State	DELAWARE

Drawing	JPEG	2018-08-02
Specimen	JPEG	2018-08-02
TEAS RF New Application	MULTI	2018-08-02
Design Search Code Corr Project	APPLICATION/XML	2018-08-09
Offc Action Outgoing	XML	2018-11-20
XSearch Search Summary	XML	2018-11-20
XSearch Search Summary	XML	2018-11-20
Response to Office Action	XML	2019-01-31
Amendment and Mail Process Complete	MULTI	2019-02-01
TRAM Snapshot of App at Pub for Oppostn	MULTI	2019-02-02
Notice of Publication	XML	2019-03-06
Notification Of Notice of Publication	XML	2019-03-06
OG Publication Confirmation	XML	2019-03-26
Registration Certificate	PDF	2019-06-11

26.01.05	Circles made of broken or dotted lines
26.01.12	Circles with bars, bands and lines
26.01.17	Circles, two concentric; Concentric circles, two; Two concentric circles
26.05.21	Triangles that are completely or partially shaded
260103	Circles, incomplete (more than semi
260105	Circles made of broken or dotted lines
260112	Circles with bars, bands and lines
260117	Circles, two concentric; Concentric circles, two; Two concentric circles
260521	Triangles that are completely or partially shaded

THOMAS D. BRATSCHUN
SWANSON & BRATSCHUN, L.L.C.
8210 SOUTHPARK TERRACE
LITTLETON, CO 80120

IC 042. US 100 101. G & S: Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management. FIRST USE: 20180604. FIRST USE IN COMMERCE: 20180604

International Codes:	42
U.S. Codes:	100,101

Type Code	Type
CC0000	The color(s) Gray, Teal, Aqua, Light Blue, Blue-Gray and Slate Blue is/are claimed as a feature of the mark.
CC0000	The color(s) Gray, Teal, Aqua, Light Blue, Blue-Gray and Slate Blue is/are claimed as a feature of the mark.

Description	Date	Proceeding Number
REGISTERED-PRINCIPAL REGISTER	2019-06-11
PUBLISHED FOR OPPOSITION	2019-03-26
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED	2019-03-26
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED	2019-03-06
ASSIGNED TO LIE	2019-02-15	69712
APPROVED FOR PUB - PRINCIPAL REGISTER	2019-02-01
TEAS/EMAIL CORRESPONDENCE ENTERED	2019-01-31	88889
TEAS RESPONSE TO OFFICE ACTION RECEIVED	2019-01-31
CORRESPONDENCE RECEIVED IN LAW OFFICE	2019-01-31	88889
NOTIFICATION OF NON-FINAL ACTION E-MAILED	2018-11-20	6325
NON-FINAL ACTION WRITTEN	2018-11-20	81843
NON-FINAL ACTION E-MAILED	2018-11-20	6325
ASSIGNED TO EXAMINER	2018-11-20	81843
NOTICE OF DESIGN SEARCH CODE E-MAILED	2018-08-09
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM	2018-08-08
NEW APPLICATION ENTERED IN TRAM	2018-08-06

Mark Image Registration | Serial	Company Trademark Application Date
VESTMARK 88062525 not registered Live/Pending	Vestmark, Inc. 2018-08-02
VESTMARK 88062521 5773380 Live/Registered	Vestmark, Inc. 2018-08-02
VESTMARK 88062517 5773378 Live/Registered	Vestmark, Inc. 2018-08-02
VESTMARK 76505299 2880922 Live/Registered	VESTMARK, INC. 2003-04-09