UNIFIED WEALTH MANAGEMENT Trademark Information

Vestmark, Inc.

Software as a service (SAAS) services featuring computer software for use by investment managers, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trades tracking and trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking billing management, account billing, receivables tracking, revenue distribution and reporting, f...

Words that describe this mark

software   service   saas   services   featuring   software   financial   portfolio   management     investment   tracking     financial   portfolio   analysis     investment   reporting     investment   performance   management     financial   instruments  

This is a brand page for the UNIFIED WEALTH MANAGEMENT trademark by Vestmark, Inc.  in Wakefield, MA, 01880.

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On Friday, September 19, 2014, a U.S. federal trademark registration was filed for UNIFIED WEALTH MANAGEMENT. The USPTO has given the UNIFIED WEALTH MANAGEMENT trademark serial number of 86399939. The current federal status of this trademark filing is REGISTERED. The correspondent listed for UNIFIED WEALTH MANAGEMENT is THOMAS D. BRATSCHUN of SWANSON & BRATSCHUN, L.L.C., 8210 SOUTHPARK TER, LITTLETON, CO 80120-5614 . The UNIFIED WEALTH MANAGEMENT trademark is filed in the category of Computer & Software Services & Scientific Services . The description provided to the USPTO for UNIFIED WEALTH MANAGEMENT is Software as a service (SAAS) services featuring software for financial portfolio management, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking management, investment billing management, investment account billing, receivables tracking, revenue distribution and reporting, financial instruments trading compliance, management of margin, financing and stock borrow requirements, document management all in the field of wealth management.

Word mark: UNIFIED WEALTH MANAGEMENT
Status/Status Date:
REGISTERED
8/11/2015
Serial Number: 86399939
Filing Date: 9/19/2014
Registration Number: 4792228
Registration Date: 8/11/2015
Goods and Services: Software as a service (SAAS) services featuring software for financial portfolio management, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking management, investment billing management, investment account billing, receivables tracking, revenue distribution and reporting, financial instruments trading compliance, management of margin, financing and stock borrow requirements, document management all in the field of wealth management
Mark Description: NOT AVAILABLE
Type Of Mark: Service Mark
Published For Opposition Date: N/A
Last Applicant/Owner: Vestmark, Inc.
Wakefield, MA 01880
Mark Drawing Code: Standard Character Mark
Design Search: (NO DATA)
Register Type: Supplemental
Disclaimer: ("WEALTH MANAGEMENT")
Correspondent:
SWANSON & BRATSCHUN, L.L.C.
8210 SOUTHPARK TER
LITTLETON, CO 80120-5614

Use in Commerce Trademark - Applicant has provided proof of use of this mark in commerce to USPTO.

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Current Trademark Status:
8/11/2015
REGISTERED
Correspondent Search:

THOMAS D. BRATSCHUN is a correspondent of UNIFIED WEALTH MANAGEMENT trademark.

Current Overall Rating:
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