VESTWELL HOLDINGS, INC.

Is this your business?

Get access!

Company Details

Name:	VESTWELL HOLDINGS, INC.
Jurisdiction:	New York
Legal type:	FOREIGN DESIGNATION OF THE SECRETARY OF STATE
Status:	Recorded
Date of registration:	27 Dec 2023 (a year ago)
Entity Number:	7234025
Place of Formation:	New York
Foreign Legal Name:	VESTWELL HOLDINGS, INC.

Form 5500 Series

Employer Identification Number (EIN):

813062212

Plan Year:

2021

Number Of Participants:

Sponsors Telephone Number:

9179795358

File:

View File

Plan Year:

2020

Number Of Participants:

Sponsors Telephone Number:

9179795358

File:

View File

Plan Year:

2019

Number Of Participants:

Sponsors Telephone Number:

9179795358

File:

View File

Plan Year:

2018

Number Of Participants:

Sponsors Telephone Number:

6469021401

File:

View File

Plan Year:

2017

Number Of Participants:

Sponsors Telephone Number:

6469021401

File:

View File

Filings

Filing Number	Date Filed	Type	Effective Date
240122001286	2023-12-27	CERTIFICATE OF DESIGNATION	2024-01-22

Trademarks Section

Serial Number:

87723024

Mark:

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2017-12-15

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)

Mark Literal Elements:

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Providing and administering a plan to pay down the costs associated with higher education debt, namely, loan repayment services; employee benefit services, namely, administration of employer-provided benefit plan to repay higher education debt; Employee benefit services, namely, administration of em...

First Use:

2017-04-01

International Classes:

036 - Primary Class

Class Status:

Active

For:

Promoting the goods and services of others

First Use:

2017-04-01

International Classes:

035 - Primary Class

Class Status:

Active

For:

Providing online non-downloadable software allowing for the administration of a plan to pay down the costs associated with higher education debt and allowing for the administration of employer-provided benefit plan to repay higher education debt; providing online non-downloadable software allowing f...

First Use:

2017-04-01

International Classes:

042 - Primary Class

Class Status:

Active

Serial Number:

87114340

Mark:

V VESTWELL

Status:

ABANDONED - AFTER PUBLICATION

Mark Type:

SERVICE MARK

Application Filing Date:

2016-07-25

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)

Mark Literal Elements:

V VESTWELL

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Individual retirement account services

First Use:

2016-02-01

International Classes:

036 - Primary Class

Class Status:

Abandoned

Serial Number:

86621451

Mark:

PAYDOWN REWARDS

Status:

CANCELLED - SECTION 8

Mark Type:

SERVICE MARK

Application Filing Date:

2015-05-06

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

PAYDOWN REWARDS

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Financial services, namely, providing a virtual currency for use by members of an on-line community via a global computer network; Electronic payment processing services in the field of higher education loan payments

First Use:

2016-09-19

International Classes:

036 - Primary Class

Class Status:

Sec. 8 – Entire Registration

For:

Promoting and administering incentive awards and customer loyalty programs through the promotion of the goods and services of others; Promoting the use of credit cards and debit cards that allow users to redeem earned rewards points to reduce loan debt

First Use:

2016-09-19

International Classes:

035 - Primary Class

Class Status:

Sec. 8 – Entire Registration

Serial Number:

86621163

Mark:

GRADIFI

Status:

A partial Sections 8 and 15 combined declaration has been accepted and acknowledged.

Mark Type:

Service Mark

Application Filing Date:

2015-05-06

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

GRADIFI

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

[ Promoting the goods and services of others through the administration of discount, rebate, incentive awards, and customer loyalty programs; Promoting the use of credit cards and debit cards that allow users to redeem earned rewards points to reduce loan debt; Promoting the goods and services of ot...

First Use:

2016-09-20

International Classes:

035 - Primary Class

Class Status:

SECTION 8 - CANCELLED

For:

Providing and administering a plan to pay down the costs associated with higher education debt, namely, loan repayment services; providing information via the internet on the subject of financing higher education; employee benefit services, namely, administration of employer-provided benefit plan to...

First Use:

2016-05-20

International Classes:

036 - Primary Class

Class Status:

ACTIVE

For:

Providing online non-downloadable software for promoting the goods and services of others through the administration of discount, rebate, incentive awards, and customer loyalty programs, allowing for the administration of a plan to pay down the costs associated with higher education debt, providing...

First Use:

2016-05-20

International Classes:

042 - Primary Class

Class Status:

ACTIVE

Serial Number:

87977994

Mark:

GRADIFI IS GRATITUDE

Status:

Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.

Mark Type:

Service Mark

Application Filing Date:

2017-12-18

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

GRADIFI IS GRATITUDE

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

First Use:

2017-09-11

International Classes:

036 - Primary Class

Class Status:

SECTION 8 - CANCELLED

Paycheck Protection Program

Date Approved:

2020-04-27

Loan Status:

Paid in Full

SBA Guaranty Percentage:

100

Initial Approval Amount:

1289000

Current Approval Amount:

1289000

Race:

Unanswered

Ethnicity:

Unknown/NotStated

Gender:

Unanswered

Veteran:

Unanswered

Forgiveness Amount:

1300923.25

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 19 Mar 2025

Sources: New York Secretary of State

VESTWELL HOLDINGS, INC.

Is this your business?

Company Details

Form 5500 Series

Filings

Trademarks Section

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Goods And Services

Paycheck Protection Program

Reviews Leave a review

Related by officers

Related by address