| Serial Number | 98305253 |
| Word Mark | ASSETMARK |
| Filing Date | Friday, December 8, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 23, 2024 |
| Registration Number | 7458231 |
| 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 and to the left of 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 |
| Goods and Services | Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients; providing online non-downloadable software for financial portfolio performance analysis, generating investment research reports for use by investment advisors and their clients in the fields of investment allocation and retirement income planning; providing online non-downloadable software for use by professional investment advisors and their clients in portfolio management and counseling services, namely, investment portfolio management and monitoring, securities trading and investing, investment rebalancing, management of custom portfolio models, financial portfolio performance analysis, and implementing custom tax management strategies |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, December 8, 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 | Friday, December 8, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, November 6, 2013 |
| First Use In Commerce Date | Wednesday, November 6, 2013 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, December 8, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, March 28, 2016 |
| First Use In Commerce Date | Monday, March 28, 2016 |
| 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 |
| Friday, December 8, 2023 | NEW APPLICATION ENTERED |
| Thursday, March 7, 2024 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, March 7, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, April 17, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 7, 2024 | PUBLISHED FOR OPPOSITION |
| Friday, March 29, 2024 | ASSIGNED TO EXAMINER |
| Friday, March 29, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, May 7, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 23, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, September 18, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, July 23, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |