| Serial Number | 86399939 |
| Word Mark | UNIFIED WEALTH MANAGEMENT |
| Filing Date | Friday, September 19, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, February 27, 2026 |
| Registration Number | 4792228 |
| Registration Date | Tuesday, August 11, 2015 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
| Goods and Services | Software as a service (SAAS) services featuring computer software for use by investment managers, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trades tracking and trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking billing management, account billing, receivables tracking, revenue distribution and reporting, financial trading and stock borrowing compliance, margin and document management |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, February 27, 2026 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, March 31, 2011 |
| First Use In Commerce Date | Thursday, March 31, 2011 |
| Party Name | Vestmark, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Wakefield, MA 01880 US |
| Party Name | Vestmark, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Wakefield, MA 01880 US |
| Event Date | Event Description |
| Tuesday, September 23, 2014 | NEW APPLICATION ENTERED |
| Friday, September 26, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 6, 2015 | ASSIGNED TO EXAMINER |
| Tuesday, January 6, 2015 | NON-FINAL ACTION WRITTEN |
| Tuesday, January 6, 2015 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 6, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 10, 2015 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 10, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, June 10, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 15, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, June 15, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Monday, June 15, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, June 15, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Monday, June 15, 2015 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Wednesday, July 1, 2015 | ASSIGNED TO LIE |
| Friday, July 3, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, August 11, 2015 | REGISTERED-SUPPLEMENTAL REGISTER |
| Tuesday, August 11, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, September 8, 2020 | TEAS SECTION 8 RECEIVED |
| Thursday, November 19, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, November 19, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Thursday, November 19, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Sunday, August 11, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Friday, February 27, 2026 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |