ASSETMARK
Live / Registered — Registered (as of 23 Jul 2024)
What this means for you
Registered since 23 Jul 2024. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98256963
- Registration number
- 7458175
- Mark type
- Design + words
- Filed
- 06 Nov 2023
- Published for opposition
- 07 May 2024
- Registered
- 23 Jul 2024
- Attorney of record
- Sharoni S. Finkelstein
Goods and services
- Class 035 — Advertising and business services: Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services
- Class 036 — Insurance and financial services: Financial services, namely, investment counseling, portfolio management, securities trading, and management of custom portfolio models by individual investment advisors; 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; 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; mutual fund brokerage; mutual fund distribution; mutual fund underwriting; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network; securities trading and investing services for others; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing access to banking services
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
- 23 Jul 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 23 Jul 2024 — REGISTERED-PRINCIPAL REGISTER
- 07 May 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 07 May 2024 — PUBLISHED FOR OPPOSITION
- 17 Apr 2024 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 29 Mar 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 29 Mar 2024 — ASSIGNED TO EXAMINER
- 05 Dec 2023 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 02 Dec 2023 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 09 Nov 2023 — NEW APPLICATION ENTERED