TrademarkDir
PERSONALIZED INVESTING AT SCALE
LIVE

Serial Number

97268235

Owner

Vestmark, Inc.

Attorney

Thomas D. Bratschun

First Use Date

Jun 22, 2023

Filing Date

Feb 15, 2022

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PERSONALIZED INVESTING AT SCALE Trademark

Serial Number: 97268235 • Registration: 7272082

PERSONALIZED INVESTING AT SCALE is a trademark filed by Vestmark, Inc. on February 15, 2022. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

Vestmark, Inc. (30 trademarks)

Suite 205
Wakefield, MA 01880

Entity Type: 03

Trademark Details

Filing Date

February 15, 2022

Registration Date

January 9, 2024

First Use Anywhere

June 22, 2023

First Use in Commerce

June 22, 2023

Goods & Services

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

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jan 9, 2024 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Jan 9, 2024 R.SR
NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Jul 18, 2023 AAUA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jul 15, 2023 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 15, 2023 TEME
USE AMENDMENT ACCEPTED
Jul 15, 2023 IUAA
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 14, 2023 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Jul 14, 2023 ERFR
AMENDMENT TO USE PROCESSING COMPLETE
Jul 13, 2023 AUPC
USE AMENDMENT FILED
Jul 13, 2023 IUAF
TEAS AMENDMENT OF USE RECEIVED
Jul 12, 2023 EAAU
NOTIFICATION OF FINAL REFUSAL EMAILED
Jun 11, 2023 GNFN
FINAL REFUSAL E-MAILED
Jun 11, 2023 GNFR
FINAL REFUSAL WRITTEN
Jun 11, 2023 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
May 4, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 3, 2023 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 3, 2023 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 14, 2022 GNRN
NON-FINAL ACTION E-MAILED
Nov 14, 2022 GNRT
NON-FINAL ACTION WRITTEN
Nov 14, 2022 CNRT
ASSIGNED TO EXAMINER
Nov 2, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 22, 2022 NWOS
NEW APPLICATION ENTERED
Feb 18, 2022 NWAP

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