USPTO serial 87666086
VESTWELL
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 26, 2018
- Examiner
- ROBERTSON, DEIRDRE G
- Law office
- TMO LAW OFFICE 111
What this means
Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use. Continue use in commerce and plan for the 10-year Section 8 and 9 renewal.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Alberto Zacapa
Alberto Zacapa DLA Piper LLP (US)500 8th St NWWashington, DC 20004United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | 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 | ACTIVE | — |
| 036 | 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 | ACTIVE | — |
| 042 | 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 | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by Vestwell Holdings, Inc.
- Other trademarks owned by Vestwell Holdings, Inc.
- Other trademarks owned by Vestwell Holdings, Inc.
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named VESTWELL
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Apr 16, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Apr 16, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Apr 14, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| May 5, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 5, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| May 5, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 5, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 5, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Feb 1, 2024 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Feb 1, 2024 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Feb 1, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 10, 2023 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 26, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 26, 2018 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| Apr 10, 2018 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 10, 2018 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| Mar 21, 2018 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 5, 2018 | ALIE | ASSIGNED TO LIE | — |
| Feb 25, 2018 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 24, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 23, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 23, 2018 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 12, 2018 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Feb 12, 2018 | GNRT | NON-FINAL ACTION E-MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Feb 12, 2018 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Feb 12, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 8, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 3, 2017 | NWAP | NEW APPLICATION ENTERED | — |