VAST PERSONALIZED PORTFOLIOS Trademark

Trademark Overview

On Monday, January 24, 2022, a trademark application was filed for VAST PERSONALIZED PORTFOLIOS with the United States Patent and Trademark Office. The USPTO has given the VAST PERSONALIZED PORTFOLIOS trademark a serial number of 97234443. The federal status of this trademark filing is SU - RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Friday, September 27, 2024. This trademark is owned by Vestmark, Inc.. The VAST PERSONALIZED PORTFOLIOS trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a service (SAAS) services featuring software for managing investment accounts, namely, personalized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions
vast personalized portfolios

General Information

Serial Number97234443
Word MarkVAST PERSONALIZED PORTFOLIOS
Filing DateMonday, January 24, 2022
Status814 - SU - RESPONSE AFTER NON-FINAL ACTION - ENTERED
Status DateFriday, September 27, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 13, 2023

Trademark Statements

NOT AVAILABLE"PERSONALIZED PORTFOLIOS"
Goods and ServicesSoftware as a service (SAAS) services featuring software for managing investment accounts, namely, personalized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions

Classification Information

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 Code6 - Active
Class Status DateThursday, January 27, 2022
Primary Code042
First Use Anywhere DateFriday, March 31, 2023
First Use In Commerce DateFriday, March 31, 2023

Trademark Owner History

Party NameVestmark, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWakefield, MA 01880
Party NameVestmark, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWakefield, MA 01880

Trademark Events

Event DateEvent Description
Thursday, January 27, 2022NEW APPLICATION ENTERED
Thursday, January 27, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, November 2, 2022ASSIGNED TO EXAMINER
Thursday, November 10, 2022NON-FINAL ACTION WRITTEN
Thursday, November 10, 2022NON-FINAL ACTION E-MAILED
Thursday, November 10, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, March 29, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 29, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 30, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Sunday, May 7, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 24, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 6, 2024TEAS STATEMENT OF USE RECEIVED
Tuesday, June 13, 2023PUBLISHED FOR OPPOSITION
Tuesday, June 13, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 8, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 6, 2024USE AMENDMENT FILED
Wednesday, February 28, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, February 28, 2024STATEMENT OF USE PROCESSING COMPLETE
Wednesday, March 6, 2024NON-FINAL ACTION E-MAILED
Wednesday, March 6, 2024SU - NON-FINAL ACTION - WRITTEN
Wednesday, March 6, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, May 28, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, May 28, 2024TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Friday, September 27, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, September 27, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 27, 2024ASSIGNED TO LIE
Tuesday, May 28, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, May 28, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, May 31, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED

Related Keywords

portfolios personalized vast investment software registered dealers broker managers advisors institutions financial trusts