| Serial Number | 97268235 |
| Word Mark | PERSONALIZED INVESTING AT SCALE |
| Filing Date | Tuesday, February 15, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 9, 2024 |
| Registration Number | 7272082 |
| Registration Date | Tuesday, January 9, 2024 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Software as a service (SAAS) services featuring software for managing investment accounts, namely, individualized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, February 22, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, June 22, 2023 |
| First Use In Commerce Date | Thursday, June 22, 2023 |
| Party Name | Vestmark, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Wakefield, MA 01880 |
| Party Name | Vestmark, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Wakefield, MA 01880 |
| Event Date | Event Description |
| Tuesday, January 9, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, January 9, 2024 | REGISTERED-SUPPLEMENTAL REGISTER |
| Tuesday, July 18, 2023 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Saturday, July 15, 2023 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Saturday, July 15, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, July 14, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 14, 2023 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Saturday, July 15, 2023 | USE AMENDMENT ACCEPTED |
| Thursday, July 13, 2023 | AMENDMENT TO USE PROCESSING COMPLETE |
| Thursday, July 13, 2023 | USE AMENDMENT FILED |
| Wednesday, July 12, 2023 | TEAS AMENDMENT OF USE RECEIVED |
| Sunday, June 11, 2023 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Sunday, June 11, 2023 | FINAL REFUSAL E-MAILED |
| Sunday, June 11, 2023 | FINAL REFUSAL WRITTEN |
| Thursday, May 4, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 3, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 3, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, November 14, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, November 14, 2022 | NON-FINAL ACTION E-MAILED |
| Monday, November 14, 2022 | NON-FINAL ACTION WRITTEN |
| Wednesday, November 2, 2022 | ASSIGNED TO EXAMINER |
| Tuesday, February 22, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, February 18, 2022 | NEW APPLICATION ENTERED |