ASSETMARK GUIDED INCOME SOLUTIONS
Live / Registered — Registered (as of 17 Nov 2020)
What this means for you
Registered since 17 Nov 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88233565
- Registration number
- 6201074
- Mark type
- Stylized text
- Filed
- 18 Dec 2018
- Published for opposition
- 08 Oct 2019
- Registered
- 17 Nov 2020
- Attorney of record
- Sharoni S. Finkelstein
Goods and services
- Class 036 — Insurance and financial services: Providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; investment management and advisory services for individuals, namely, retirement income planning; providing financial investment advisory services for others to generate retirement income
- Class 042 — Scientific and technological services: Providing online non-downloadable software for portfolio construction, management, and financial analysis for use by professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysis, generating investment research reports for use by investment advisors and their clients in the fields of investment allocation and retirement income planning
Owner
- AssetMark, Inc., Concord, CA, US
- AssetMark, Inc., Concord, CA, US
- AssetMark, Inc., Concord, CA, US
Prior registrations
Prosecution history
- 17 Nov 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 18 Sept 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 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
- 17 Nov 2020 — REGISTERED-PRINCIPAL REGISTER
- 10 Oct 2020 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 09 Oct 2020 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 25 Aug 2020 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 25 Aug 2020 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 19 Aug 2020 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 06 Jul 2020 — NOTIFICATION OF NON-FINAL ACTION E-MAILED