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VESTWELL
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 01 Feb 2024

Last Applicant/ Owned by

1410 Broadway, 23rd Floor

New York

NY

10018

Serial Number

87666086 filed on 31st Oct 2017

Registration Number

5501628 registered on 26th Jun 2018

in the Principal Register

Correspondent Address

Ann K. Ford

Ann K. Ford

500 EIGHTH STREET, NW

WASHINGTON,DC 20004

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

VESTWELL

Computer software consulting services; providing temporary use of on-line non-downloadable software for advisors, companies, and employees for use in the management, analysis, automation, and compliance of retirement accounts Connecting qualified service providers with consumers, namely, connecting consumers with service providers in the field of investment management, administration, record-keep Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Computer software consulting services; providing temporary use of on-line non-downloadable software for advisors, companies, and employees for use in the management, analysis, automation, and compliance of retirement accounts


First Use Date in General

31st Aug 2016

First Use Date in Commerce

31st Aug 2016

Class [036]
Insurance & Financial Services


Individual retirement account services; investment advice; financial consulting services; investment management services; annuity services, namely, account and investment administration services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; trustee services; fiduciary representative services


First Use Date in General

31st Aug 2016

First Use Date in Commerce

31st Aug 2016

Class [035]
Advertising, Business & Retail Services


Connecting qualified service providers with consumers, namely, connecting consumers with service providers in the field of investment management, administration, record-keeping, custody, trustee, and fiduciary representative services; financial record-keeping for the administration of retirement plans


First Use Date in General

31st Aug 2016

First Use Date in Commerce

31st Aug 2016

Mark Details


Serial Number

No 87666086

Mark Type

No Service Mark

Attorney Docket Number

No 395291-1

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
01st Feb 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01st Feb 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
01st Feb 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
10th Aug 2023TEAS SECTION 8 & 15 RECEIVED
26th Jun 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
26th Jun 2018REGISTERED-PRINCIPAL REGISTER
10th Apr 2018PUBLISHED FOR OPPOSITION
10th Apr 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
21st Mar 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05th Mar 2018ASSIGNED TO LIE