USPTO serial 97234443
VAST PERSONALIZED PORTFOLIOS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jan 28, 2025
- Examiner
- CHUNG, DIANA ALANA
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Current trademark owner
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Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Wakefield, MA, US
Wakefield, MA, US
Wakefield, MA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Xheneta Ademi
Xheneta Ademi Quarles & Brady LLP2020 K Street, NW, Suite 400Washington, DC 20006-1806United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 042 | Software as a service (SAAS) services featuring software for managing investment accounts, namely, personalized, tax-managed portfolios for use by investment portfolio managers, broker-dealers, registered investment advisors, bank trusts and financial institutions | ACTIVE | Mar 31, 2023 |
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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 14, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Sep 14, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 14, 2026 | 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. |
| Sep 14, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 28, 2025 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jan 28, 2025 | 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. |
| Jan 8, 2025 | EXPT | EXPARTE APPEAL TERMINATED | — |
| Jan 8, 2025 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jan 8, 2025 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jan 7, 2025 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 7, 2025 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 6, 2025 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jan 6, 2025 | EXPI | EX PARTE APPEAL-INSTITUTED | — |
| Jan 6, 2025 | JURT | JURISDICTION RESTORED TO EXAMINING ATTORNEY | — |
| Jan 6, 2025 | EXAF | EXPARTE APPEAL RECEIVED AT TTAB | — |
| Oct 29, 2024 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Oct 29, 2024 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Oct 29, 2024 | CNFR | SU - FINAL REFUSAL - WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Sep 27, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 27, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 27, 2024 | ALIE | ASSIGNED TO LIE | — |
| May 31, 2024 | 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. |
| May 28, 2024 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| May 28, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 28, 2024 | 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 28, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 6, 2024 | 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. |
| Mar 6, 2024 | 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. |
| Mar 6, 2024 | CNRT | SU - 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 28, 2024 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 28, 2024 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Feb 6, 2024 | IUAF | USE AMENDMENT FILED | — |
| Feb 6, 2024 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Aug 8, 2023 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Jun 13, 2023 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jun 13, 2023 | 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. |
| May 24, 2023 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| May 7, 2023 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 30, 2023 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 29, 2023 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 29, 2023 | 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. |
| Nov 10, 2022 | 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. |
| Nov 10, 2022 | 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. |
| Nov 10, 2022 | 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. |
| Nov 2, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 27, 2022 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 27, 2022 | NWAP | NEW APPLICATION ENTERED | — |