Trademark/Service Mark Application, Principal Register
PTO- 1478
Approved for use through 10/31/2024. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number
Trademark/Service Mark Application, Principal Register
The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER
Principal
APPLICANT INFORMATION
*OWNER OF MARK
Huberty and Associates, s.c.
*MAILING ADDRESS
37 N. Pioneer Rd.
*CITY
Fond du Lac
*STATE
(Required for U.S. applicants)
Wisconsin
*COUNTRY/REGION/JURISDICTION/U.S. TERRITORY
United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
54935
*EMAIL ADDRESS
XXXX
LEGAL ENTITY INFORMATION
TYPE
corporation
STATE/COUNTRY/REGION/JURISDICTION/U.S. TERRITORY OF INCORPORATION
Wisconsin
GOODS AND/OR SERVICES AND BASIS INFORMATION
INTERNATIONAL CLASS
035
*IDENTIFICATION
Accounting services for others; general financial ledger services, namely, bookkeeping and financial statement preparation services; financial
record-keeping services; business assurance services for others, namely, account and records auditing, account reviewing, and compilation of account information and computer databases for financial
statements, preparation of prospective financial statements, internal account auditing services and internal account control reviewing, namely, monitoring, reviewing and reporting controls put in
place to prevent internal fraud, financial statement analysis and accounting advice, and attestation services in the nature of reports regarding review of financial or business documents, policies or
procedures; business succession planning services; tax planning and tax compliance services; corporate business services, namely, consultation regarding mergers and acquisitions, divestitures, and
corporate business planning all relating to accounting; forensic accounting services; general business consulting in the fields of accounting, namely, assistance with budgets, financial records
management, economic forecasting, and cash flow forecasting, and business strategic planning; data analysis for others, namely analysis of key performance indicators to help others manage their
business, understand their customers, market their brands, monitor their competition and satisfy regulatory requirements
FILING BASIS
SECTION 1(b)
INTERNATIONAL CLASS
036
*IDENTIFICATION
Financial services, namely, wealth management services and investment management services; Financial and investment services, namely,
investment advice and advisory services; financial, investment, and financial and investment research; retirement financial planning
Approved for use through 10/31/2024. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number
Trademark/Service Mark Application, Principal Register
Serial Number:98003011
Filing Date:05/18/2023
To the Commissioner for Trademarks:
MARK: VESTA (Standard Characters, see mark)
The literal element of the mark consists of VESTA. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Huberty and Associates, s.c., a corporation of Wisconsin, having an address of
37 N. Pioneer Rd.
Fond du Lac, Wisconsin 54935
United States
XXXX
requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C.
Section 1051 et seq.), as amended, for the following:
International Class 035: Accounting services for others; general financial ledger services, namely, bookkeeping and financial statement preparation services; financial record-keeping services;
business assurance services for others, namely, account and records auditing, account reviewing, and compilation of account information and computer databases for financial statements, preparation of
prospective financial statements, internal account auditing services and internal account control reviewing, namely, monitoring, reviewing and reporting controls put in place to prevent internal
fraud, financial statement analysis and accounting advice, and attestation services in the nature of reports regarding review of financial or business documents, policies or procedures; business
succession planning services; tax planning and tax compliance services; corporate business services, namely, consultation regarding mergers and acquisitions, divestitures, and corporate business
planning all relating to accounting; forensic accounting services; general business consulting in the fields of accounting, namely, assistance with budgets, financial records management, economic
forecasting, and cash flow forecasting, and business strategic planning; data analysis for others, namely analysis of key performance indicators to help others manage their business, understand their
customers, market their brands, monitor their competition and satisfy regulatory requirements
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
International Class 036: Financial services, namely, wealth management services and investment management services; Financial and investment services, namely, investment advice and advisory
services; financial, investment, and financial and investment research; retirement financial planning
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.
The owner's/holder's proposed attorney information: Patrick M. Bergin. Patrick M. Bergin of von Briesen & Roper, s.c., is a member of the XX bar, admitted to the bar in XXXX, bar membership
no. XXX, is located at
411 E. Wisconsin Avenue, Suite 1000
Milwaukee, Wisconsin 53202
United States
414-287-1505(phone)
414-238-6594(fax)
pbergin@vonbriesen.com
The docket/reference number is 029778.00023.
Patrick M. Bergin submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S.
Commonwealth or territory.
The applicant's current Correspondence Information:
Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed,
and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).
A fee payment in the amount of $700 has been submitted with the application, representing payment for 2 class(es).
Declaration
Declaration Signature
Signature: /Cyndi Hintz/ Date: 05/18/2023
Signatory's Name: Cyndi Hintz
Signatory's Position: Chief Operating Officer
Signatory's Phone Number: 920-923-8400
Signature method: Sent to third party for signature
Payment Sale Number: 98003011
Payment Accounting Date: 05/18/2023
Serial Number: 98003011
Internet Transmission Date: Thu May 18 15:31:29 ET 2023
TEAS Stamp: USPTO/BAS-XX.XX.XX.XXX-20230518153130013
498-98003011-8605594bed887e4e1697e11f587
2ef8b2faf62ca71c1e2bbb5a15b580315efa-DA-
31296431-20230516160928257250