ASSETMARK
Live / Registered — Registered and renewed (as of 28 Aug 2024)
What this means for you
Registered since 20 Jan 2015. 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 20 Jan 2025).
Record
- Serial number
- 86091175
- Registration number
- 4676342
- Mark type
- Stylized text
- Filed
- 14 Oct 2013
- Published for opposition
- 08 Apr 2014
- Registered
- 20 Jan 2015
- Next maintenance due
- 20 Jan 2025
- Attorney of record
- Sharoni S. Finkelstein
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans
Owner
- ASSETMARK, INC., Concord, CA, US
- ASSETMARK, INC., CONCORD, CA, US
- Genworth Financial Wealth Management, Inc., Pleasant Hill, CA, US
- Genworth Financial Wealth Management, Inc., Pleasant Hill, CA, US
Prosecution history
- 18 Sept 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 28 Aug 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 28 Aug 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 28 Aug 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 28 Aug 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 14 Jun 2024 — TEAS SECTION 8 & 9 RECEIVED
- 20 Jan 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 10 May 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 10 May 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 10 May 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 23 Feb 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 23 Feb 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 23 Feb 2021 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 23 Feb 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 23 Feb 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED