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Official data from USPTO

VESTWELL

Did you know this trademark is already registered in United States?

Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.

Active USPTO registrationType: WordOffice: United States

Quick snapshot

VESTWELL

ST13

US500000087666086

Class

35, 36, 42

Filing

87666086

Registration

5501628

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

27

Latest update

04/17/2026

Trademark type

Word

Nice classes

35, 36, 42

Filing date

10/31/2017

Registration date

06/26/2018

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

02/01/2024

Last transaction

04/17/2026

Responsible office

United States Patent and Trademark Office

Status code

702

Official register

Principal Register

First use anywhere

2016-09-00

First use in commerce

2016-09-00

Drawing code

4

Owner type

03

Owner location

NEW YORK, NY, US

Examiner

ROBERTSON, DEIRDRE G

Law office

M20

Current location

TMO LAW OFFICE 111

Holders and representatives

Holders

Vestwell Holdings, Inc.
Vestwell Holdings, Inc.

Representatives

Alberto Zacapa DLA Piper LLP (US)

Technical classification

Nice Classes

Class 35Class 36Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

Connecting qualified service providers with consumersconnecting consumers with service providers in the field of investment managementadministrationrecord-keepingcustodytrusteefiduciary representative services; financial record-keeping for the administration of retirement plans

Class 36

Individual retirement account services; investment advice; financial consulting services; investment management services; annuity servicesaccount and investment administration services; financial custody servicesmaintaining possession of financial assets for others for financial management purposes; trustee services; fiduciary representative services

Class 42

Computer software consulting services; providing temporary use of on-line non-downloadable software for advisorscompaniesemployees for use in the managementanalysisautomationcompliance of retirement accounts

Publications

History of USPTO decisions and trademark events.

27 publications found

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

04/16/2026

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

04/14/2026

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

05/05/2025

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

05/05/2025

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

05/05/2025

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

05/05/2025

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

05/05/2025

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

02/01/2024

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

02/01/2024

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

02/01/2024

E815

TEAS SECTION 8 & 15 RECEIVED

08/10/2023

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

06/26/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

06/26/2018

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

04/10/2018

PUBO

PUBLISHED FOR OPPOSITION

04/10/2018

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

03/21/2018

ALIE

ASSIGNED TO LIE

03/05/2018

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

02/25/2018

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

02/24/2018

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

02/23/2018

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

02/23/2018

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

02/12/2018

GNRT

NON-FINAL ACTION E-MAILED

02/12/2018

CNRT

NON-FINAL ACTION WRITTEN

02/12/2018

DOCK

ASSIGNED TO EXAMINER

02/12/2018

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

11/08/2017

NWAP

NEW APPLICATION ENTERED

11/03/2017

Continuous trademark protection

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