Serial Number
98125970
Owner
VESTWELL HOLDINGS, INC.Attorney
Alberto ZacapaFirst Use Date
Jun 26, 2018
Filing Date
Aug 10, 2023
V Trademark
Serial Number: 98125970 • Registration: 7463040
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
1410 BROADWAY, 23RD FLOOR
NEW YORK, NY 10018
Entity Type: 03
Legal Representation
Correspondence Address
Alberto Zacapa DLA Piper LLP (US)
500 8th St NW
Washington, DC 20004
United States
Trademark Details
Filing Date
August 10, 2023
Registration Date
July 30, 2024
First Use Anywhere
June 26, 2018
First Use in Commerce
June 26, 2018
Published for Opposition
May 14, 2024
Goods & Services
Individual retirement account services; investment advice; financial consulting services; investment management services; annuity services, namely, account and investment administration services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; trustee services; fiduciary representative services
Connecting qualified service providers with consumers, namely, connecting consumers with service providers in the field of investment management, administration, record-keeping, custody, trustee, and fiduciary representative services; financial record-keeping for the administration of retirement plans
Computer software consulting services; providing temporary use of on-line non-downloadable software for advisors, companies, and employees for use in the management, analysis, automation, and compliance of retirement accounts
