ASSETMARK ADVISOR MANAGED PORTFOLIOS Trademark

Trademark Overview


On Friday, February 26, 2021, 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 90550190. The federal status of this trademark filing is REGISTERED as of Tuesday, January 11, 2022. This trademark is owned by AssetMark, Inc.. The ASSETMARK ADVISOR MANAGED PORTFOLIOS trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

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
assetmark advisor managed portfolios

General Information


Serial Number90550190
Word MarkASSETMARK ADVISOR MANAGED PORTFOLIOS
Filing DateFriday, February 26, 2021
Status700 - REGISTERED
Status DateTuesday, January 11, 2022
Registration Number6614414
Registration DateTuesday, January 11, 2022
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 26, 2021

Trademark Statements


NOT AVAILABLE"ADVISOR MANAGED PORTFOLIOS"
Goods and ServicesProviding 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

Classification Information


International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, May 28, 2021
Primary Code042
First Use Anywhere DateThursday, August 13, 2020
First Use In Commerce DateThursday, August 13, 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
Tuesday, March 2, 2021NEW APPLICATION ENTERED
Tuesday, September 21, 2021ASSIGNED TO EXAMINER
Friday, May 28, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, September 23, 2021EXAMINERS AMENDMENT -WRITTEN
Wednesday, October 6, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, September 23, 2021EXAMINERS AMENDMENT E-MAILED
Thursday, September 23, 2021NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, September 23, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 23, 2021EXAMINER'S AMENDMENT ENTERED
Tuesday, October 26, 2021PUBLISHED FOR OPPOSITION
Tuesday, October 26, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 11, 2022REGISTERED-PRINCIPAL REGISTER
Wednesday, September 18, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY