ASSETMARK WEALTH. INDEPENDENCE. PURPOSE.
Dead / Cancelled — Cancelled — Section 8 (as of 16 May 2025)
What this means for you
This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.
Record
- Serial number
- 86137663
- Registration number
- 4631224
- Mark type
- Design + words
- Filed
- 06 Dec 2013
- Published for opposition
- 19 Aug 2014
- Registered
- 04 Nov 2014
- 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 and portfolio management; 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
Owner
- AssetMark, Inc., Concord, CA, US
- AssetMark, Inc., Pleasant Hill, CA, US
- AssetMark, Inc., Pleasant Hill, CA, US
Prosecution history
- 16 May 2025 — CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
- 18 Sept 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 04 Nov 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 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
- 13 Feb 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 13 Feb 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 13 Feb 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Jan 2021 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 03 Nov 2020 — TEAS SECTION 8 & 15 RECEIVED
- 04 Nov 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED