| Serial Number | 98125970 |
| Word Mark | V |
| Filing Date | Thursday, August 10, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 30, 2024 |
| Registration Number | 7463040 |
| Registration Date | Tuesday, July 30, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 14, 2024 |
| Description of Mark | The mark consists of a crest design containing a letter "V". |
| Pseudo Mark | VEST WELL |
| Goods and 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 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and 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 |
| Goods and 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 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, September 10, 2023 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, June 26, 2018 |
| First Use In Commerce Date | Tuesday, June 26, 2018 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Sunday, September 10, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, June 26, 2018 |
| First Use In Commerce Date | Tuesday, June 26, 2018 |
| 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 | Sunday, September 10, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, June 26, 2018 |
| First Use In Commerce Date | Tuesday, June 26, 2018 |
| Party Name | Vestwell Holdings, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10018 |
| Party Name | Vestwell Holdings, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10018 |
| Party Name | Vestwell Holdings, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10018 |
| Event Date | Event Description |
| Monday, August 14, 2023 | NEW APPLICATION ENTERED |
| Sunday, September 10, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 12, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, April 11, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 24, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 14, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 14, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 30, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 30, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Thursday, April 11, 2024 | ASSIGNED TO EXAMINER |