PURPOSE-BASED PLANNING
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 12 Apr 2022)
What this means for you
Registered since 03 Nov 2015. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86197143
- Registration number
- 4846748
- Mark type
- Stylized text
- Filed
- 18 Feb 2014
- Published for opposition
- 01 Jul 2014
- Registered
- 03 Nov 2015
- Attorney of record
- Sharoni S. Finkelstein
Goods and services
- Class 041 — Education and entertainment services: Educational services, namely, conducting seminars, workshops and training courses in the fields of finances, financial management, practice and business management, investment, asset protection, estate planning, financial planning, and investment planning strategies, techniques and tactics, and distribution of training and educational materials in connection therewith
Owner
- AssetMark, Inc., Concord, CA, US
- AssetMark, Inc., Pleasant Hill, CA, US
- AssetMark, Inc., Pleasant Hill, CA, US
Prosecution history
- 03 Nov 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 18 Sept 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 12 Apr 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 12 Apr 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 12 Apr 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 01 Nov 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
- 23 Feb 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 23 Feb 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 27 Jan 2021 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 03 Nov 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 27 Dec 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED