| Serial Number | 86802315 |
| Word Mark | VISTAFY |
| Filing Date | Wednesday, October 28, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Monday, May 1, 2023 |
| Registration Number | 5079488 |
| Registration Date | Tuesday, November 8, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 29, 2016 |
| Goods and Services | Financial services, namely, a goals-based financial analysis of investment portfolio and assets; financial consulting and planning services based on goals-based financial analysis |
| Goods and Services | providing a website featuring a secure, web-based technology that enables users to receive goals-based financial consulting and investment analysis |
| 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 | Monday, November 2, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 8, 2015 |
| First Use In Commerce Date | Thursday, October 8, 2015 |
| 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 | Monday, November 2, 2015 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, October 8, 2015 |
| First Use In Commerce Date | Thursday, October 8, 2015 |
| Party Name | VISTAFY, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | CHARLOTTE, NC 282770482 |
| Party Name | Horizon Investments, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28277 |
| Party Name | Horizon Investments, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28277 |
| Party Name | Horizon Investments, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28277 |
| Event Date | Event Description |
| Monday, May 1, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, May 1, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, May 1, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, October 20, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, December 8, 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Monday, November 8, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, September 20, 2017 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, November 8, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, October 5, 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, October 4, 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, September 9, 2016 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, August 16, 2016 | USE AMENDMENT FILED |
| Friday, September 9, 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, August 16, 2016 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, May 24, 2016 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, March 29, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 29, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 9, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 23, 2016 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, February 18, 2016 | ASSIGNED TO LIE |
| Thursday, January 14, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 13, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, January 13, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, January 13, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, January 13, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, December 18, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, December 18, 2015 | NON-FINAL ACTION E-MAILED |
| Friday, December 18, 2015 | NON-FINAL ACTION WRITTEN |
| Friday, December 18, 2015 | ASSIGNED TO EXAMINER |
| Monday, November 2, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, October 31, 2015 | NEW APPLICATION ENTERED |