Serial #88562690
LIVE

Serial Number

88562690

Owner

Nvest, Inc.

Attorney

Patrick C. Stephenson

First Use Date

Dec 17, 2014

Filing Date

Aug 2, 2019

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Serial #88562690 Trademark

Serial Number: 88562690 • Registration: 6006469

Serial #88562690 is a trademark filed by Nvest, Inc. on August 2, 2019. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

Nvest, Inc. (5 trademarks)

2443 Fillmore Street, #380-1512
San Francisco, CA 94115

Entity Type: 03

Trademark Details

Filing Date

August 2, 2019

Registration Date

March 10, 2020

First Use Anywhere

December 17, 2014

First Use in Commerce

December 17, 2014

Published for Opposition

December 24, 2019

Goods & Services

Downloadable computer software and downloadable mobile applications for use by those who provide financial services, namely, software for collecting, organizing, analyzing, transmitting and storing data and information in the fields of financial management, financial risk management, and investment management; Downloadable computer software and downloadable mobile applications used in connection with financial services, namely, software for collecting, organizing, analyzing, transmitting and storing data and information in the fields of personal financial planning, personal financial management, personal investment management, and retirement planning

Providing web-based, automated and customized personal financial management services, namely, discretionary management of personal financial accounts, guidance and portfolio review, daily monitoring of financial transactions and account balances; financial services, namely, financial planning and investment advisory services via a website

Providing online, non-downloadable computer software in the field of financial services for collecting, organizing, analyzing, transmitting and storing data and information in connection with providing financial information, securities trading, financial risk management, investment management services, and retirement planning

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sep 16, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sep 16, 2025 C15A
POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED
Sep 16, 2025 PRAN
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Sep 15, 2025 EROP
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Sep 15, 2025 PR23
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 15, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
May 5, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 10, 2025 REM1
REGISTERED-PRINCIPAL REGISTER
Mar 10, 2020 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Dec 24, 2019 NPUB
PUBLISHED FOR OPPOSITION
Dec 24, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 4, 2019 NONP
ASSIGNED TO LIE
Nov 15, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 12, 2019 CNSA
EXAMINER'S AMENDMENT ENTERED
Nov 6, 2019 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 6, 2019 GNEN
EXAMINERS AMENDMENT E-MAILED
Nov 6, 2019 GNEA
EXAMINERS AMENDMENT -WRITTEN
Nov 6, 2019 CNEA
ASSIGNED TO EXAMINER
Nov 1, 2019 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Aug 21, 2019 MDSC
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 20, 2019 NWOS
NEW APPLICATION ENTERED
Aug 6, 2019 NWAP