ARIS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 21 Oct 2022)
What this means for you
Registered since 26 Apr 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86583374
- Registration number
- 4944391
- Mark type
- Design + words
- Filed
- 31 Mar 2015
- Published for opposition
- 09 Feb 2016
- Registered
- 26 Apr 2016
- 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, financial custody services in the nature of custody transactions, and trading of mutual funds, equities, and securities for account holders; 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., Concord, CA, US
- AssetMark, Inc., Concord, CA, US
Prosecution history
- 26 Apr 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 18 Sept 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 21 Oct 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 21 Oct 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 21 Oct 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 22 Apr 2022 — TEAS SECTION 8 & 15 RECEIVED
- 26 Apr 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 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
- 27 Dec 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED