ASSETMARK ADVISOR MANAGED PORTFOLIOS Trademark

Trademark Overview

On Tuesday, August 20, 2019, a trademark application was filed for ASSETMARK ADVISOR MANAGED PORTFOLIOS with the United States Patent and Trademark Office. The USPTO has given the ASSETMARK ADVISOR MANAGED PORTFOLIOS trademark a serial number of 88585309. The federal status of this trademark filing is REGISTERED as of Tuesday, April 12, 2022. This trademark is owned by AssetMark, Inc.. The ASSETMARK ADVISOR MANAGED PORTFOLIOS trademark is filed in the Insurance & Financial Services category with the following description:

Management of securities portfolios; providing portfolio management and counseling services for professional investment advisors and their clients via a global computer network; financial and investment services, namely, investment advisory, consultation, and management services; financial services, namely, investment counseling, securities trading and management of custom portfolio models by individual investment advisors; securities trading and investing services for others
assetmark advisor managed portfolios

General Information

Serial Number88585309
Word MarkASSETMARK ADVISOR MANAGED PORTFOLIOS
Filing DateTuesday, August 20, 2019
Status700 - REGISTERED
Status DateTuesday, April 12, 2022
Registration Number6701977
Registration DateTuesday, April 12, 2022
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 30, 2020

Trademark Statements

Pseudo MarkASSET MARK ADVISOR MANAGED PORTFOLIOS
Goods and ServicesManagement of securities portfolios; providing portfolio management and counseling services for professional investment advisors and their clients via a global computer network; financial and investment services, namely, investment advisory, consultation, and management services; financial services, namely, investment counseling, securities trading and management of custom portfolio models by individual investment advisors; securities trading and investing services for others
NOT AVAILABLE"ADVISOR MANAGED PORTFOLIOS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, September 5, 2019
Primary Code036
First Use Anywhere DateMonday, September 21, 2020
First Use In Commerce DateMonday, September 21, 2020

Trademark Owner History

Party NameAssetMark, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressConcord, CA 94520
Party NameAssetMark, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressConcord, CA 94520
Party NameAssetMark, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressConcord, CA 94520

Trademark Events

Event DateEvent Description
Sunday, December 1, 2019NON-FINAL ACTION WRITTEN
Friday, August 23, 2019NEW APPLICATION ENTERED
Thursday, September 5, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, November 20, 2019ASSIGNED TO EXAMINER
Sunday, December 1, 2019NON-FINAL ACTION E-MAILED
Sunday, December 1, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, May 14, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, May 14, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 15, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, June 10, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Saturday, May 23, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 30, 2020PUBLISHED FOR OPPOSITION
Tuesday, June 30, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 25, 2020NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 23, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 23, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, February 23, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, February 23, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 23, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 23, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, February 23, 2021SOU TEAS EXTENSION RECEIVED
Tuesday, February 23, 2021SOU EXTENSION 1 FILED
Tuesday, February 23, 2021SOU EXTENSION 1 GRANTED
Tuesday, August 10, 2021NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Thursday, February 25, 2021NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Friday, August 6, 2021SOU TEAS EXTENSION RECEIVED
Friday, August 6, 2021SOU EXTENSION 2 FILED
Friday, August 6, 2021SOU EXTENSION 2 GRANTED
Monday, February 14, 2022TEAS STATEMENT OF USE RECEIVED
Tuesday, February 22, 2022SOU EXTENSION 3 GRANTED
Tuesday, February 22, 2022STATEMENT OF USE PROCESSING COMPLETE
Monday, February 14, 2022SOU TEAS EXTENSION RECEIVED
Monday, February 14, 2022SOU EXTENSION 3 FILED
Monday, February 14, 2022USE AMENDMENT FILED
Tuesday, February 22, 2022CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, March 9, 2022NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, February 23, 2022NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, March 8, 2022ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, September 18, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, April 12, 2022REGISTERED-PRINCIPAL REGISTER

Related Keywords

portfolios managed advisor assetmark services investment management securities trading financial namely advisors portfolio counseling