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TAILORED ADVISORY PORTFOLIO

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TAILORED ADVISORY PORTFOLIO
Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 01 Jun 2022

Last Applicant/ Owned by

Vestmark, Inc.

100 Quannapowitt Parkway, Suite 205

Wakefield

MA

01880

Serial Number

86399948 filed on 19th Sep 2014

Registration Number

4886651 registered on 12th Jan 2016

in the Principal Register

Correspondent Address

Thomas D. Bratschun

Adsero IP

8210 SOUTHPARK TER

LITTLETON CO 80120-5614

Filing Basis

1. intent to use

2. use application currently

Disclaimer

"ADVISORY PORTFOLIO"

TAILORED ADVISORY PORTFOLIO

"ADVISORY PORTFOLIO" Software as a service (SAAS) services featuring software for managing investment accounts

Classification Information

Class [042]
Computer & Software Services & Scientific Services

Software as a service (SAAS) services featuring software for managing investment accounts

First Use Date in General

30th Apr 2014

First Use Date in Commerce

30th Apr 2014

Mark Details

Serial Number

No 86399948

Mark Type

No Service Mark

Attorney Docket Number

No 0262.04-TM

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History

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Status DateAction Taken
01st Jun 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
01st Jun 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
01st Jun 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09th Dec 2021TEAS SECTION 8 & 15 RECEIVED
12th Jan 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
12th Jan 2016REGISTERED-PRINCIPAL REGISTER
09th Dec 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
08th Dec 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
07th Dec 2015STATEMENT OF USE PROCESSING COMPLETE
18th Nov 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED