ASSETMARK
Live / Registered — Registered and renewed (as of 09 Oct 2025)
What this means for you
Registered since 23 Jun 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 23 Jun 2025).
Record
- Serial number
- 86137653
- Registration number
- 4761118
- Mark type
- Design + words
- Filed
- 06 Dec 2013
- Published for opposition
- 19 Aug 2014
- Registered
- 23 Jun 2015
- Next maintenance due
- 23 Jun 2025
- Attorney of record
- Sharoni S. Finkelstein
Goods and services
- Class 035 — Advertising and business services: Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory 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; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and advisory services for retirement plans and 401k plans
Owner
- AssetMark, Inc., Concord, CA, US
- AssetMark, Inc., Pleasant Hill, CA, US
- AssetMark, Inc., Pleasant Hill, CA, US
Prosecution history
- 09 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 09 Oct 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 09 Oct 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 09 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 17 Jun 2025 — TEAS SECTION 8 & 9 RECEIVED
- 18 Sept 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 23 Jun 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 11 Sept 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 11 Sept 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 11 Sept 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 26 May 2021 — TEAS SECTION 8 & 15 RECEIVED
- 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