SAVEUP
Live / Registered — Registered — Section 8 accepted (as of 21 Apr 2025)
What this means for you
Registered since 11 Dec 2018. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 11 Dec 2028: the §8 & §9 renewal).
Record
- Serial number
- 87725307
- Registration number
- 5629700
- Mark type
- Word mark
- Filed
- 18 Dec 2017
- Registered
- 11 Dec 2018
- Next maintenance filing
- §8 & §9 renewal, due by 11 Dec 2028 (grace period to 11 Jun 2029)
- Attorney of record
- Alberto Zacapa
Goods and services
- Class 036 — Insurance and financial services: Employee benefit services, namely, administration of employer-provided benefit plan to save and invest for the costs associated with higher education
- Class 042 — Scientific and technological services: Providing online non-downloadable software allowing for the administration of an employer-provided benefit plan to save and invest for the costs associated with higher education
Owner
- VESTWELL HOLDINGS, INC., NEW YORK, NY, US
- E*TRADE FINANCIAL CORPORATE SERVICES, INC., ARLINGTON, VA, US
- MORGAN STANLEY DOMESTIC HOLDINGS, LLC, NEW YORK, NY, US
- MORGAN STANLEY DOMESTIC HOLDINGS, INC., NEW YORK, NY, US
- E*TRADE FINANCIAL HOLDINGS, LLC, ARLINGTON, VA, US
- E*TRADE FINANCIAL CORPORATION, ARLINGTON, VA, US
- E*TRADE FINANCIAL CORPORATE SERVICES, INC., ARLINGTON, VA, US
- Gradifi, Inc., Boston, MA, US
- Gradifi, Inc., Boston, MA, US
Prosecution history
- 14 Apr 2026 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 05 May 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 05 May 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 05 May 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 05 May 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 05 May 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 21 Apr 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 21 Apr 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 21 Apr 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 25 Oct 2024 — TEAS SECTION 8 RECEIVED
- 10 Jan 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 11 Dec 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 25 Oct 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 13 Sept 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 01 Feb 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP