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Mark	Details	Status	Class/Description
	VESTWELL Vestwell Holdings, Inc. 1894729 19 Apr 2018	REGISTERED on 16 Mar 2021	Financial record-keeping for the administration of retirement plans; F... Class 036 Class 036 Insurance & Financial Services Financial record-keeping for the administration of retirement plans; Financial management of retirement accounts; financial planning for retirement; investment advice; Financial analysis consultation services; investment management services; annuity services, namely, account and investment administration services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; trustee services; fiduciary representative services. Class 038 Class 038 Communications Services Providing access to an online platform for the purposes of providing business assistance and business advisory services, namely, connecting consumers and qualified service providers in the field of investment management, administration, record-keeping, custody, trustee, and fiduciary representative services. ... Class 042 Computer & Software Services & Scientific Services Computer software consulting services; providing temporary use of on-line non-downloadable software for advisors, companies, and employees for use in the management, analysis, automation, and compliance of retirement accounts.

1894729

REGISTERED

on 16 Mar 2021

VESTWELL

Vestwell Holdings, Inc.

1894729 · 19 Apr 2018

036

038

...

Financial record-keeping for the administration of retirement plans; F...

Owners

Vestwell holdings, inc. (1)

Categories

Class 36 (1)

Class 38 (1)

Class 42 (1)

Correspondents

Dla piper (canada) llp (1)

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