Application

VESTA

Huberty and Associates, s.c.

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

Serial Number: 98003011
Filing Date: 05/18/2023

The table below presents the data as entered.

Input Field
Entered
SERIAL NUMBER 98003011
MARK INFORMATION
*MARK VESTA
STANDARD CHARACTERS YES
USPTO-GENERATED IMAGE YES
LITERAL ELEMENT VESTA
MARK STATEMENT 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
FILING BASIS SECTION 1(b)
ATTORNEY INFORMATION
NAME Patrick M. Bergin
ATTORNEY DOCKET NUMBER 029778.00023
ATTORNEY BAR MEMBERSHIP NUMBER XXX
YEAR OF ADMISSION XXXX
U.S. STATE/ COMMONWEALTH/ TERRITORY XX
FIRM NAME von Briesen & Roper, s.c.
STREET 411 E. Wisconsin Avenue, Suite 1000
CITY Milwaukee
STATE Wisconsin
COUNTRY/REGION/JURISDICTION/U.S. TERRITORY United States
ZIP/POSTAL CODE 53202
PHONE 414-287-1505
FAX 414-238-6594
EMAIL ADDRESS pbergin@vonbriesen.com
CORRESPONDENCE INFORMATION
NAME Patrick M. Bergin
PRIMARY EMAIL ADDRESS FOR CORRESPONDENCE pbergin@vonbriesen.com
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES) trademarks@vonbriesen.com; cazzalin@vonbriesen.com
FEE INFORMATION
APPLICATION FILING OPTION TEAS Standard
NUMBER OF CLASSES 2
APPLICATION FOR REGISTRATION PER CLASS 350
*TOTAL FEES DUE 700
*TOTAL FEES PAID 700
SIGNATURE INFORMATION
SIGNATURE /Cyndi Hintz/
SIGNATORY'S NAME Cyndi Hintz
SIGNATORY'S POSITION Chief Operating Officer
SIGNATORY'S PHONE NUMBER 920-923-8400
DATE SIGNED 05/18/2023
SIGNATURE METHOD Sent to third party for signature



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

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:
      Patrick M. Bergin
       PRIMARY EMAIL FOR CORRESPONDENCE: pbergin@vonbriesen.com
       SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): trademarks@vonbriesen.com; cazzalin@vonbriesen.com


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

Application [image/jpeg]


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