VESTMARK

Vestmark, Inc.

Application Filed: 2018-08-02

Trademark Application Details

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]

Status

2021-07-06 UTC

LIVE REGISTRATION Issued and Active

The trademark application has been registered with the Office.

Research	OneLook Acronym Finder
Serial Number	88062525
Registration Number	5702363
Mark Literal Elements	VESTMARK
Mark Drawing Type	4 - STANDARD CHARACTER MARK
Mark Type	SERVICE MARK
Register	PRINCIPAL
Current Location	PUBLICATION AND ISSUE SECTION 2019-03-19
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	0262.12-TM
Law Office Assigned	M30
Employee Name	KEAN, AMY C

Timeline

2005-12-31	Date of First Use
2005-12-31	Date of Use In Commerce
2018-08-02	Application Filed
2018-11-26	Location: PUBLICATION AND ISSUE SECTION
2019-01-01	Published
2019-01-01	Published for Opposition
2019-01-01	Status: Live/Pending
2019-01-01	Transaction Date
2019-03-19	Location: PUBLICATION AND ISSUE SECTION
2019-03-19	Status: Registered. The registration date is used to determine when post-registration maintenance documents are due.
2019-03-19	Trademark Registered

Trademark Parties (Applicants & Owners)

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

Documents

Drawing	JPEG	2018-08-02
Specimen	JPEG	2018-08-02
TEAS RF New Application	MULTI	2018-08-02
XSearch Search Summary	XML	2018-11-20
TRAM Snapshot of App at Pub for Oppostn	MULTI	2018-11-21
Notice of Publication	XML	2018-12-12
Notification Of Notice of Publication	XML	2018-12-12
OG Publication Confirmation	APPLICATION/XML	2019-01-01
Registration Certificate	PDF	2019-03-19

Attorney of Record

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

Good, Services, and Codes

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: 20051231. FIRST USE IN COMMERCE: 20051231

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

Type Code	Type
PM0001	VEST MARK
GS0421	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

Type Code

Type

PM0001

VEST MARK

GS0421

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

Trademark Filing History

Description	Date	Proceeding Number
REGISTERED-PRINCIPAL REGISTER	2019-03-19
PUBLISHED FOR OPPOSITION	2019-01-01
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED	2019-01-01
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED	2018-12-12
ASSIGNED TO EXAMINER	2018-11-20	81843
APPROVED FOR PUB - PRINCIPAL REGISTER	2018-11-20
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM	2018-08-08
NEW APPLICATION ENTERED IN TRAM	2018-08-06

Similar Marks

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

uspto.report is an independent third-party trademark research tool that is not affiliated, endorsed, or sponsored by the United States Patent and Trademark Office (USPTO) or any other governmental organization. The information provided by uspto.report is based on publicly available data at the time of writing and is intended for informational purposes only.

While we strive to provide accurate and up-to-date information, we do not guarantee the accuracy, completeness, reliability, or suitability of the information displayed on this site. The use of this site is at your own risk. Any reliance you place on such information is therefore strictly at your own risk.

All official trademark data, including owner information, should be verified by visiting the official USPTO website at www.uspto.gov. This site is not intended to replace professional legal advice and should not be used as a substitute for consulting with a legal professional who is knowledgeable about trademark law.