TrademarkDir
CSU PLAN
LIVE

Serial Number

87725312

Owner

VESTWELL HOLDINGS, INC.

Attorney

Alberto Zacapa

First Use Date

Nov 13, 2017

Filing Date

Dec 18, 2017

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CSU PLAN Trademark

Serial Number: 87725312 • Registration: 5668476

CSU PLAN is a trademark filed by VESTWELL HOLDINGS, INC. on December 18, 2017. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

VESTWELL HOLDINGS, INC. (26 trademarks)

1410 BROADWAY, 23RD FLOOR
NEW YORK, NY 10018

Entity Type: 03

MORGAN STANLEY DOMESTIC HOLDINGS, INC. (113 trademarks)

1585 BROADWAY
NEW YORK, NY 10036

Entity Type: 03

E*TRADE FINANCIAL CORPORATE SERVICES, INC. (23 trademarks)

671 NORTH GLEBE ROAD, BALLSTON TOWER
ARLINGTON, VA 22203

Entity Type: 03

Gradifi, Inc. (25 trademarks)

Suite 200
Boston, MA 02116

Entity Type: 03

MORGAN STANLEY DOMESTIC HOLDINGS, LLC (82 trademarks)

1585 BROADWAY
NEW YORK, NY 10036

Entity Type: 16

E*TRADE FINANCIAL CORPORATION (112 trademarks)

Arlington, VA 22203

Entity Type: 03

E*TRADE FINANCIAL HOLDINGS, LLC (62 trademarks)

671 NORTH GLEBE ROAD, BALSTON TOWER
ARLINGTON, VA 22203

Entity Type: 16

Trademark Details

Filing Date

December 18, 2017

Registration Date

February 5, 2019

First Use Anywhere

November 13, 2017

First Use in Commerce

November 13, 2017

Published for Opposition

November 20, 2018

Goods & Services

Employee benefit services, namely, administration of employer-provided benefit plan to save and invest for the costs associated with higher education

Providing online non-downloadable software allowing for the administration of an employer-provided benefit plan to save and invest for the costs associated with higher education

Filing History

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Apr 14, 2026 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
May 24, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
May 24, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 24, 2025 APRE
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 5, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 5, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 5, 2025 REAP
TEAS SECTION 8 & 15 RECEIVED
Feb 3, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Feb 5, 2024 REM1
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 10, 2024 ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Oct 25, 2023 ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 13, 2023 ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 1, 2023 ASGN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 15, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 15, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 15, 2022 REAP
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 17, 2021 ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 26, 2020 ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 29, 2020 ASGN
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 20, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 20, 2019 REAP
REGISTERED-PRINCIPAL REGISTER
Feb 5, 2019 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Nov 20, 2018 NPUB
PUBLISHED FOR OPPOSITION
Nov 20, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 31, 2018 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Oct 12, 2018 CNSA
EXAMINER'S AMENDMENT ENTERED
Oct 1, 2018 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Oct 1, 2018 GNEN
EXAMINERS AMENDMENT E-MAILED
Oct 1, 2018 GNEA
EXAMINERS AMENDMENT -WRITTEN
Oct 1, 2018 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 28, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 28, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sep 28, 2018 TROA
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
May 31, 2018 AAUA
USE AMENDMENT ACCEPTED
May 30, 2018 IUAA
AMENDMENT TO USE PROCESSING COMPLETE
May 16, 2018 AUPC
USE AMENDMENT FILED
May 16, 2018 IUAF
TEAS AMENDMENT OF USE RECEIVED
May 15, 2018 EAAU
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 30, 2018 GNRN
NON-FINAL ACTION E-MAILED
Mar 30, 2018 GNRT
NON-FINAL ACTION WRITTEN
Mar 30, 2018 CNRT
ASSIGNED TO EXAMINER
Mar 27, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 4, 2018 NWOS
NEW APPLICATION ENTERED
Dec 21, 2017 NWAP

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