| Serial Number | 98256963 |
| Word Mark | ASSETMARK |
| Filing Date | Monday, November 6, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 23, 2024 |
| Registration Number | 7458175 |
| Registration Date | Tuesday, July 23, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 7, 2024 |
| Description of Mark | The mark consists of a small triangle overlapping the upper right side of a larger triangle. The small triangle contains diagonal stripes that creates triangles within the two intersecting triangles, and below the triangles is the word "ASSETMARK". |
| Pseudo Mark | ASSET MARK |
| Goods and 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 |
| Indication of Colors claimed | Color is not 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 | Saturday, December 2, 2023 |
| 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 | Saturday, December 2, 2023 |
| 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 | Concord, CA 94520 |
| Party Name | AssetMark, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Concord, CA 94520 |
| Event Date | Event Description |
| Saturday, December 2, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 5, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, March 29, 2024 | ASSIGNED TO EXAMINER |
| Thursday, November 9, 2023 | NEW APPLICATION ENTERED |
| Friday, March 29, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 17, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 7, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 7, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, September 18, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, July 23, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, July 23, 2024 | REGISTERED-PRINCIPAL REGISTER |