VESTMARK
LIVE

Serial Number

88062525

Owner

Vestmark, Inc.

Attorney

KATE BOHMANN

First Use Date

Dec 31, 2005

Filing Date

Aug 2, 2018

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VESTMARK Trademark

Serial Number: 88062525 • Registration: 5702363

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

March 19, 2019

First Use Anywhere

December 31, 2005

First Use in Commerce

December 31, 2005

Published for Opposition

January 1, 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

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jun 12, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jun 12, 2025 C15A
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Jun 11, 2025 EROP
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
May 17, 2025 PR23
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 17, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Jan 27, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 19, 2024 REM1
REGISTERED-PRINCIPAL REGISTER
Mar 19, 2019 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jan 1, 2019 NPUB
PUBLISHED FOR OPPOSITION
Jan 1, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Dec 12, 2018 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 20, 2018 CNSA
ASSIGNED TO EXAMINER
Nov 20, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 8, 2018 NWOS
NEW APPLICATION ENTERED
Aug 6, 2018 NWAP