V VESTWELL Trademark

Trademark Overview


On Tuesday, October 31, 2017, a trademark application was filed for V VESTWELL with the United States Patent and Trademark Office. The USPTO has given the V VESTWELL trademark a serial number of 87666089. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, January 10, 2025. This trademark is owned by Vestwell Holdings, Inc.. The V VESTWELL trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

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

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

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
v vestwell

General Information


Serial Number87666089
Word MarkV VESTWELL
Filing DateTuesday, October 31, 2017
Status710 - CANCELLED - SECTION 8
Status DateFriday, January 10, 2025
Registration Number5501629
Registration DateTuesday, June 26, 2018
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, April 10, 2018

Trademark Statements


Description of MarkThe mark consists of the stylized term "VESTWELL" superimposed over a crest design containing a stylized letter "V".
Pseudo MarkV VEST WELL
Goods and ServicesIndividual 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 claimedColor is not claimed as a feature of the mark.
Goods and ServicesConnecting 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 ServicesComputer 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

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, January 10, 2025
Primary Code035
First Use Anywhere DateWednesday, August 31, 2016
First Use In Commerce DateWednesday, August 31, 2016

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, January 10, 2025
Primary Code036
First Use Anywhere DateWednesday, August 31, 2016
First Use In Commerce DateWednesday, August 31, 2016

International Class042 - 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 Codes100, 101
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, January 10, 2025
Primary Code042
First Use Anywhere DateWednesday, August 31, 2016
First Use In Commerce DateWednesday, August 31, 2016

Trademark Owner History


Party NameVestwell Holdings, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 10018

Party NameVestwell Holdings, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNew York, NY 10018

Party NameVestwell Holdings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10018

Trademark Events


Event DateEvent Description
Thursday, November 9, 2017NOTICE OF DESIGN SEARCH CODE E-MAILED
Friday, February 23, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, February 24, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 3, 2017NEW APPLICATION ENTERED
Wednesday, November 8, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, February 12, 2018ASSIGNED TO EXAMINER
Monday, February 12, 2018NON-FINAL ACTION WRITTEN
Monday, February 12, 2018NON-FINAL ACTION E-MAILED
Monday, February 12, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, February 23, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, April 10, 2018PUBLISHED FOR OPPOSITION
Tuesday, April 10, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 26, 2018REGISTERED-PRINCIPAL REGISTER
Monday, June 26, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, January 10, 2025CANCELLED SEC. 8 (6-YR)
Wednesday, March 21, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sunday, February 25, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, March 5, 2018ASSIGNED TO LIE