| Serial Number | 87666086 |
| Word Mark | VESTWELL |
| Filing Date | Tuesday, October 31, 2017 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, February 1, 2024 |
| Registration Number | 5501628 |
| Registration Date | Tuesday, June 26, 2018 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 10, 2018 |
| 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 |
| 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 | Saturday, February 24, 2018 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, August 31, 2016 |
| First Use In Commerce Date | Wednesday, August 31, 2016 |
| 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 | Wednesday, November 8, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, August 31, 2016 |
| First Use In Commerce Date | Wednesday, August 31, 2016 |
| 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, November 8, 2017 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, August 31, 2016 |
| First Use In Commerce Date | Wednesday, August 31, 2016 |
| 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 |
| Wednesday, November 8, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, November 3, 2017 | NEW APPLICATION ENTERED |
| Monday, February 12, 2018 | ASSIGNED TO EXAMINER |
| Monday, February 12, 2018 | NON-FINAL ACTION WRITTEN |
| Monday, February 12, 2018 | NON-FINAL ACTION E-MAILED |
| Monday, February 12, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, February 23, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, February 23, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, February 24, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, February 25, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, March 5, 2018 | ASSIGNED TO LIE |
| Wednesday, March 21, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 10, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 10, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 26, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Monday, June 26, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, August 10, 2023 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, February 1, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, February 1, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, February 1, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, May 5, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, May 5, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, May 5, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, May 5, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, May 5, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |