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Live / Applied — New application — not yet assigned to an examiner (as of 02 Apr 2026)
What this means for you
Not registered yet, but its 02 Apr 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99740656
- Mark type
- Design + words
- Filed
- 02 Apr 2026
- Attorney of record
- Sharoni S. Finkelstein
Goods and services
- Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable software for use by professional investment advisors featuring information and AI-generated content about financial portfolio holdings, financial portfolio performance analysis, investment portfolio management and monitoring, and management of custom financial portfolio models
Owner
- AssetMark, Inc., Concord, CA, US
Prosecution history
- 02 Apr 2026 — APPLICATION FILING RECEIPT MAILED
- 02 Apr 2026 — NEW APPLICATION ENTERED