ASSETMARK INSTITUTIONAL
Live / Registered — Registered (as of 24 May 2022)
What this means for you
Registered since 24 May 2022. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88875451
- Registration number
- 6732371
- Mark type
- Stylized text
- Filed
- 16 Apr 2020
- Published for opposition
- 05 Jan 2021
- Registered
- 24 May 2022
- 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; providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; 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 analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk-management consultation
- 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
- 18 Sept 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 24 May 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 24 May 2022 — REGISTERED-PRINCIPAL REGISTER
- 13 Apr 2022 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 12 Apr 2022 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 15 Mar 2022 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 12 Mar 2022 — STATEMENT OF USE PROCESSING COMPLETE
- 01 Mar 2022 — USE AMENDMENT FILED
- 12 Mar 2022 — SOU EXTENSION 2 GRANTED
- 01 Mar 2022 — SOU EXTENSION 2 FILED
- 12 Mar 2022 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 01 Mar 2022 — SOU TEAS EXTENSION RECEIVED
- 01 Mar 2022 — TEAS STATEMENT OF USE RECEIVED
- 03 Sept 2021 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 01 Sept 2021 — SOU EXTENSION 1 GRANTED