Serial Number
88062517
Owner
Vestmark, Inc.Attorney
KATE BOHMANNFirst Use Date
Jun 4, 2018
Filing Date
Aug 2, 2018
VESTMARK Trademark
Serial Number: 88062517 • Registration: 5773378
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Kate Bohmann Quarles & Brady LLP
8744 Kendrick Castillo Way
Suite 560
Highlands Ranch, CO 80129
United States
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