TrademarkDir
VESTMARK
LIVE

Serial Number

88062517

Owner

Vestmark, Inc.

Attorney

Xheneta Ademi

First Use Date

Jun 4, 2018

Filing Date

Aug 2, 2018

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VESTMARK Trademark

Serial Number: 88062517 • Registration: 5773378

VESTMARK is a trademark filed by Vestmark, Inc. on August 2, 2018. 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

August 2, 2018

Registration Date

June 11, 2019

First Use Anywhere

June 4, 2018

First Use in Commerce

June 4, 2018

Published for Opposition

March 26, 2019

Goods & Services

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

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Sep 14, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 14, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 14, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 14, 2026 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sep 18, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sep 18, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 18, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
May 8, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jun 11, 2024 REM1
REGISTERED-PRINCIPAL REGISTER
Jun 11, 2019 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Mar 26, 2019 NPUB
PUBLISHED FOR OPPOSITION
Mar 26, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 6, 2019 NONP
ASSIGNED TO LIE
Feb 15, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 1, 2019 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 31, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 31, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 31, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 20, 2018 GNRN
NON-FINAL ACTION E-MAILED
Nov 20, 2018 GNRT
NON-FINAL ACTION WRITTEN
Nov 20, 2018 CNRT
ASSIGNED TO EXAMINER
Nov 20, 2018 DOCK
NOTICE OF DESIGN SEARCH CODE E-MAILED
Aug 9, 2018 MDSM
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 8, 2018 NWOS
NEW APPLICATION ENTERED
Aug 6, 2018 NWAP

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