| Serial Number | 86137653 |
| Word Mark | ASSETMARK |
| Filing Date | Friday, December 6, 2013 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Saturday, September 11, 2021 |
| Registration Number | 4761118 |
| Registration Date | Tuesday, June 23, 2015 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 19, 2014 |
| Description of Mark | The mark consists of a small triangle overlapping the upper right side of a larger solid navy blue triangle. The small triangle contains diagonal stripes in the colors teal, white and sky blue that create triangles within the two intersecting triangles, and below and to the left of the triangles is the word "ASSETMARK" in black. |
| Pseudo Mark | ASSET MARK |
| Goods and 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 |
| Indication of Colors claimed | The color(s) navy blue, teal, white, sky blue and black is/are claimed as a feature of the mark. |
| Goods and Services | Practice management services, namely, providing business management support to investment advisors; business management and administration services; business information, consultancy, appraisal and advisory services |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, December 19, 2013 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, November 6, 2013 |
| First Use In Commerce Date | Wednesday, November 6, 2013 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, December 19, 2013 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, November 6, 2013 |
| First Use In Commerce Date | Wednesday, November 6, 2013 |
| Party Name | AssetMark, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Concord, CA 94520 |
| Party Name | AssetMark, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Pleasant Hill, CA 94523 |
| Party Name | AssetMark, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Pleasant Hill, CA 94523 |
| Event Date | Event Description |
| Tuesday, March 18, 2014 | ASSIGNED TO EXAMINER |
| Tuesday, December 10, 2013 | NEW APPLICATION ENTERED |
| Thursday, December 19, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, December 20, 2013 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, July 30, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, March 19, 2014 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 19, 2014 | NON-FINAL ACTION E-MAILED |
| Wednesday, March 19, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 26, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, June 26, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 27, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, June 27, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, July 15, 2014 | ASSIGNED TO LIE |
| Wednesday, July 16, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, June 23, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 19, 2014 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 19, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 14, 2014 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, March 25, 2015 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, March 25, 2015 | USE AMENDMENT FILED |
| Tuesday, May 5, 2015 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, April 28, 2015 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, May 20, 2015 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, May 21, 2015 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, March 8, 2016 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, March 8, 2016 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, January 27, 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, February 23, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, February 23, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 23, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, February 23, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, February 23, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 23, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, May 26, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, December 27, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, June 23, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Saturday, September 11, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, September 11, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, September 11, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, September 18, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Sunday, June 23, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |