INVESTING EVOLVED
Live / Registered — Registered (as of 23 Mar 2021)
What this means for you
Registered since 23 Mar 2021. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88951093
- Registration number
- 6298496
- Mark type
- Stylized text
- Filed
- 05 Jun 2020
- Published for opposition
- 05 Jan 2021
- Registered
- 23 Mar 2021
- Attorney of record
- Sharoni S. Finkelstein
Goods and services
- Class 036 — Insurance and financial services: Providing financial portfolio management and counseling services to help professional investment advisors build portfolios and to facilitate discussions between advisors and investors on how portfolios will perform across a range of market conditions; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network
- Class 042 — Scientific and technological services: Providing online non-downloadable software for financial portfolio analysis; 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
Prosecution history
- 23 Mar 2026 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 18 Sept 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 23 Mar 2021 — REGISTERED-PRINCIPAL REGISTER
- 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
- 05 Jan 2021 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 05 Jan 2021 — PUBLISHED FOR OPPOSITION
- 16 Dec 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 02 Dec 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 11 Nov 2020 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 10 Nov 2020 — CORRESPONDENCE RECEIVED IN LAW OFFICE