UNIFIED WEALTH MANAGEMENT Trademark

Serial Number: 86399939 • Registration: 4792228

UNIFIED WEALTH MANAGEMENT is a trademark filed by Vestmark, Inc. on September 19, 2014. The trademark is classified under Class 42 (Computer & Scientific). The application is currently no longer active.

Trademark Classes

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

Vestmark, Inc. (30 trademarks)

Suite 205
Wakefield, MA 01880

Entity Type: 03

Legal Representation

Attorney of Record

Thomas D. Bratschun

793 trademarks filed View all →

Correspondence Address

Thomas D. Bratschun Adsero IP

8210 SOUTHPARK TER

LITTLETON, CO 80120-5614

UNITED STATES

Trademark Details

Filing Date

September 19, 2014

Registration Date

August 11, 2015

First Use Anywhere

March 31, 2011

First Use in Commerce

March 31, 2011

Cancellation Date

February 27, 2026

Goods & Services

Software as a service (SAAS) services featuring computer software for use by investment managers, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trades tracking and trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking billing management, account billing, receivables tracking, revenue distribution and reporting, financial trading and stock borrowing compliance, margin and document management