ASSETMARK PORTFOLIOENGINE
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 05 Jun 2023)
What this means for you
Registered since 30 May 2017. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87011481
- Registration number
- 5211989
- Mark type
- Word mark
- Filed
- 22 Apr 2016
- Published for opposition
- 14 Mar 2017
- Registered
- 30 May 2017
- Attorney of record
- Sharoni S. Finkelstein
Goods and services
- Class 042 — Scientific and technological services: Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients
Owner
- AssetMark, Inc., Concord, CA, US
- AssetMark, Inc., Concord, CA, US
- AssetMark, Inc., Concord, CA, US
Prior registrations
Prosecution history
- 18 Sept 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 05 Jun 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 05 Jun 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 05 Jun 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 28 Nov 2022 — TEAS SECTION 8 & 15 RECEIVED
- 30 May 2022 — 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
- 30 May 2017 — REGISTERED-PRINCIPAL REGISTER