USPTO serial 99261569
VERTEX
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 22, 2026
- Examiner
- PELLETIER II, GEORGE A
- Law office
- FILE REPOSITORY (FRANCONIA)
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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Owner
King of Prussia, PA, US
King of Prussia, PA, US
King of Prussia, PA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jenna P. Torres
Jenna P. Torres Eckert Seamans Cherin & Mellott, LLC50 South 16th Street, 22nd FloorTwo Liberty PlacePhiladelphia, PA 19102Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software for assisting businesses in tax planning, assessment, and compliance; Downloadable printable educational materials in the field of tax planning, assessment, and compliance | ACTIVE | — |
| 041 | Educational services, namely providing training, classes, courses, conferences, seminars and continuing professional education (CPE) accredited classes in the fields of tax and accounting, tax research and tax filings and distribution of educational materials in connection therewith; Educational services, namely, providing non-downloadable webcasts in the field of tax and accounting, tax research and tax filings and distribution of educational materials in connection therewith | ACTIVE | Jun 1, 1993 |
| 042 | Providing a website featuring on-line non-downloadable software that enables users to maintain global compliance in tax planning assessment; Platform as a service (PAAS) featuring computer software platforms for tax research, assessment and compliance information and tax preparation and filing tools; Software as a service (SAAS) services featuring software for assisting businesses in the field of tax planning, assessment and compliance | 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 Vertex, Inc.
- Other trademarks owned by Vertex, Inc.
- Other trademarks owned by Vertex, Inc.
- Other trademarks in Class 009
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named VERTEX
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 22, 2026 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Sep 22, 2026 | 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. |
| Aug 4, 2026 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Aug 4, 2026 | 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. |
| Jul 29, 2026 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jul 8, 2026 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 30, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 28, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 28, 2026 | 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 27, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Feb 27, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Dec 2, 2025 | 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. |
| Dec 2, 2025 | 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. |
| Dec 2, 2025 | 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 19, 2025 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 1, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jul 1, 2025 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 1, 2025 | NWAP | NEW APPLICATION ENTERED | — |