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
- 98305256
- Registration number
- 7458232
- Mark type
- Design + words
- Filed
- 08 Dec 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
- 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; 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; providing online non-downloadable software for use by professional investment advisors and their clients in portfolio management and counseling services, namely, investment portfolio management and monitoring, securities trading and investing, investment rebalancing, management of custom portfolio models, financial portfolio performance analysis, and implementing custom tax management strategies
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
- 07 Mar 2024 — NOTICE OF DESIGN SEARCH CODE E-MAILED
- 07 Mar 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 08 Dec 2023 — NEW APPLICATION ENTERED