| Serial Number | 88062521 |
| Word Mark | VESTMARK |
| Filing Date | Thursday, August 2, 2018 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Friday, September 19, 2025 |
| Registration Number | 5773380 |
| Registration Date | Tuesday, June 11, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 26, 2019 |
| Description of Mark | The mark consists of the design of an incomplete circle comprised of four shaded sections in varying lengths in the colors teal, aqua, light blue and blue-gray with the design of a shaded inverted pie piece in slate blue inserted into the top center all within a gray circle border, all to the left of the stylized wording "VESTMARK" in slate blue. |
| Pseudo Mark | VEST MARK |
| Indication of Colors claimed | The color(s) Gray, Teal, Aqua, Light Blue, Blue-Gray and Slate Blue is/are claimed as a feature of the mark. |
| Goods and Services | Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial 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 | 6 - Active |
| Class Status Date | Wednesday, August 8, 2018 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, June 4, 2018 |
| First Use In Commerce Date | Monday, June 4, 2018 |
| Party Name | Vestmark, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Wakefield, MA 01880 |
| Party Name | Vestmark, Inc. |
| Party Type | 20 - Owner at Publication |
| 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 |
| Monday, August 6, 2018 | NEW APPLICATION ENTERED |
| Wednesday, August 8, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 9, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, November 20, 2018 | ASSIGNED TO EXAMINER |
| Tuesday, November 20, 2018 | NON-FINAL ACTION WRITTEN |
| Tuesday, November 20, 2018 | NON-FINAL ACTION E-MAILED |
| Tuesday, November 20, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, January 31, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, January 31, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, January 31, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, February 1, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, February 15, 2019 | ASSIGNED TO LIE |
| Wednesday, March 6, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 26, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 26, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 11, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, May 8, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, September 19, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, September 19, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, September 19, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, June 11, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |