TrademarkDir
VAST PERSONALIZED PORTFOLIOS
LIVE

Serial Number

97234443

Owner

Vestmark, Inc.

Attorney

KATE BOHMANN

First Use Date

Mar 31, 2023

Filing Date

Jan 24, 2022

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VAST PERSONALIZED PORTFOLIOS Trademark

Serial Number: 97234443 • Registration: 7671931

VAST PERSONALIZED PORTFOLIOS is a trademark filed by Vestmark, Inc. on January 24, 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

January 24, 2022

Registration Date

January 28, 2025

First Use Anywhere

March 31, 2023

First Use in Commerce

March 31, 2023

Published for Opposition

June 13, 2023

Goods & Services

Software as a service (SAAS) services featuring software for managing investment accounts, namely, personalized, 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 28, 2025 NRCC
REGISTERED-PRINCIPAL REGISTER
Jan 28, 2025 R.PR
EXPARTE APPEAL TERMINATED
Jan 8, 2025 EXPT
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jan 8, 2025 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jan 8, 2025 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 7, 2025 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 7, 2025 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Jan 6, 2025 ERFR
EX PARTE APPEAL-INSTITUTED
Jan 6, 2025 EXPI
JURISDICTION RESTORED TO EXAMINING ATTORNEY
Jan 6, 2025 JURT
EXPARTE APPEAL RECEIVED AT TTAB
Jan 6, 2025 EXAF
NOTIFICATION OF FINAL REFUSAL EMAILED
Oct 29, 2024 GNFN
FINAL REFUSAL E-MAILED
Oct 29, 2024 GNFR
SU - FINAL REFUSAL - WRITTEN
Oct 29, 2024 CNFR
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 27, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 27, 2024 CRFA
ASSIGNED TO LIE
Sep 27, 2024 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 31, 2024 TROA
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
May 28, 2024 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 28, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 28, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 28, 2024 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 6, 2024 GNRN
NON-FINAL ACTION E-MAILED
Mar 6, 2024 GNRT
SU - NON-FINAL ACTION - WRITTEN
Mar 6, 2024 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Feb 28, 2024 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Feb 28, 2024 AITU
USE AMENDMENT FILED
Feb 6, 2024 IUAF
TEAS STATEMENT OF USE RECEIVED
Feb 6, 2024 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Aug 8, 2023 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jun 13, 2023 NPUB
PUBLISHED FOR OPPOSITION
Jun 13, 2023 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 24, 2023 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
May 7, 2023 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 30, 2023 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 29, 2023 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Mar 29, 2023 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 10, 2022 GNRN
NON-FINAL ACTION E-MAILED
Nov 10, 2022 GNRT
NON-FINAL ACTION WRITTEN
Nov 10, 2022 CNRT
ASSIGNED TO EXAMINER
Nov 2, 2022 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 27, 2022 NWOS
NEW APPLICATION ENTERED
Jan 27, 2022 NWAP

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