VESTWELL
LIVE

Serial Number

87666086

Owner

Vestwell Holdings, Inc.

Attorney

Alberto Zacapa

Filing Date

Oct 31, 2017

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VESTWELL Trademark

Serial Number: 87666086 • Registration: 5501628

VESTWELL is a trademark filed by Vestwell Holdings, Inc. on October 31, 2017. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Vestwell Holdings, Inc.

1410 BROADWAY, 23RD FLOOR
NEW YORK, NY 10018

Entity Type: 03

Trademark Details

Filing Date

October 31, 2017

Registration Date

June 26, 2018

Published for Opposition

April 10, 2018

Goods & 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

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

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

Filing History

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Apr 16, 2026 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Apr 16, 2026 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Apr 14, 2026 ASCK
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 5, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 5, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 5, 2025 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
May 5, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
May 5, 2025 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Feb 1, 2024 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Feb 1, 2024 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 1, 2024 APRE
TEAS SECTION 8 & 15 RECEIVED
Aug 10, 2023 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jun 26, 2023 REM1
REGISTERED-PRINCIPAL REGISTER
Jun 26, 2018 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Apr 10, 2018 NPUB
PUBLISHED FOR OPPOSITION
Apr 10, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Mar 21, 2018 NONP
ASSIGNED TO LIE
Mar 5, 2018 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Feb 25, 2018 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Feb 24, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Feb 23, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 23, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 12, 2018 GNRN
NON-FINAL ACTION E-MAILED
Feb 12, 2018 GNRT
NON-FINAL ACTION WRITTEN
Feb 12, 2018 CNRT
ASSIGNED TO EXAMINER
Feb 12, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Nov 8, 2017 NWOS
NEW APPLICATION ENTERED
Nov 3, 2017 NWAP