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VERTEX CAPITAL
Live/Registered
REGISTERED AND RENEWED

on 19 Jul 2024

Last Applicant/ Owned by

127 Ben Casey Drive, Suite 104

Fort Mill

SC

29708

Serial Number

86373760 filed on 21st Aug 2014

Registration Number

4723070 registered on 21st Apr 2015

in the Principal Register

Correspondent Address

C. Christopher Clark

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

VERTEX CAPITAL

Financial planning and investment advisory services; financial information, evaluation, and advisory services; financial advisory and consultancy services; financial administration of retirement plans; financial analysis, consultation and research services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial and investment Read More

Classification Information


Class [036]
Insurance & Financial Services


Financial planning and investment advisory services; financial information, evaluation, and advisory services; financial advisory and consultancy services; financial administration of retirement plans; financial analysis, consultation and research services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial investment analysis and stock research; financial management; financial management; consulting and information concerning insurance; financial portfolio management; financial portfolio analysis services; financial research and information services; financial research and business equity research services; financial risk management; financial trust planning; investment consultation, and investment management services; management of portfolios comprising securities; monitoring financial markets for investment purposes; mutual fund advisory services; mutual fund analysis services; [ mutual fund development services; ] mutual fund investment; mutual fund planning services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; providing financial services with respect to securities and other financial instruments and products, namely, money management services; providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; providing information in insurance matters; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information, commentary and advice in the field of finance, financial investments and financial valuations; providing information in the field of financial stock and equity markets; providing stock/securities market information; insurance administration; insurance agency; insurance brokerage; insurance consultancy; and strategic financial advisory services


First Use Date in General

03rd Apr 2013

First Use Date in Commerce

03rd Apr 2013

Mark Details


Serial Number

No 86373760

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
19th Jul 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
19th Jul 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
19th Jul 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
19th Jul 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
25th Apr 2024TEAS SECTION 8 & 9 RECEIVED
21st Apr 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06th Jul 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
06th Jul 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
06th Jul 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
23rd Feb 2021TEAS SECTION 8 & 15 RECEIVED