ASSETMARK Trademark

Trademark Overview

On Monday, October 14, 2013, a trademark application was filed for ASSETMARK with the United States Patent and Trademark Office. The USPTO has given the ASSETMARK trademark a serial number of 86091175. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, August 28, 2024. This trademark is owned by Genworth Financial Wealth Management, Inc.. The ASSETMARK trademark is filed in the Insurance & Financial Services category with the following description:

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, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust an...
assetmark

General Information

Serial Number86091175
Word MarkASSETMARK
Filing DateMonday, October 14, 2013
Status800 - REGISTERED AND RENEWED
Status DateWednesday, August 28, 2024
Registration Number4676342
Registration DateTuesday, January 20, 2015
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 8, 2014

Trademark Statements

In Another Form StatementThe mark was first used in commerce in a different form other than that sought to be registered at least as early as 09/06/2005.
Pseudo MarkASSET MARK
Goods and ServicesFinancial 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, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and 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 financial advisory services for retirement plans and 401k plans
In Another Form StatementThe mark was first used anywhere in a different form other than that sought to be registered at least as early as 09/06/2005.

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 22, 2013
Primary Code036
First Use Anywhere DateWednesday, November 6, 2013
First Use In Commerce DateWednesday, November 6, 2013

Trademark Owner History

Party NameASSETMARK, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressConcord, CA 94520
Party NameASSETMARK, INC.
Party Type21 - New Owner After Publication
Legal Entity Type03 - Corporation
AddressCONCORD, CA 94520
Party NameGenworth Financial Wealth Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPleasant Hill, CA 94523
Party NameGenworth Financial Wealth Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPleasant Hill, CA 94523

Trademark Events

Event DateEvent Description
Thursday, October 17, 2013NEW APPLICATION ENTERED
Tuesday, October 22, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, October 23, 2013NOTICE OF PSEUDO MARK E-MAILED
Saturday, January 11, 2014ASSIGNED TO EXAMINER
Friday, January 24, 2014NON-FINAL ACTION WRITTEN
Friday, January 24, 2014NON-FINAL ACTION E-MAILED
Friday, January 24, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, February 10, 2014EXAMINERS AMENDMENT -WRITTEN
Monday, February 10, 2014EXAMINERS AMENDMENT E-MAILED
Monday, February 10, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, February 10, 2014EXAMINER'S AMENDMENT ENTERED
Monday, February 10, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, March 1, 2014ASSIGNED TO LIE
Saturday, March 1, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, March 19, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 8, 2014PUBLISHED FOR OPPOSITION
Tuesday, April 8, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 3, 2014NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, June 4, 2014AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, November 11, 2014TEAS STATEMENT OF USE RECEIVED
Tuesday, November 11, 2014USE AMENDMENT FILED
Thursday, December 11, 2014CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, December 17, 2014STATEMENT OF USE PROCESSING COMPLETE
Wednesday, December 17, 2014ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, December 18, 2014NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, January 20, 2015REGISTERED-PRINCIPAL REGISTER
Tuesday, March 8, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 8, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, December 27, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, January 20, 2020COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, January 15, 2021TEAS SECTION 8 & 15 RECEIVED
Tuesday, February 23, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, February 23, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 23, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 23, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, February 23, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 23, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, May 10, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, January 27, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, May 10, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, May 10, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, August 28, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, August 28, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, August 28, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, August 28, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, September 18, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Saturday, January 20, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, June 14, 2024TEAS SECTION 8 & 9 RECEIVED

Related Keywords

assetmark services investment management financial namely transaction consultation fund others asset