ASSETMARK CD PLUS Trademark
Trademark Overview
On Monday, July 14, 2025, a trademark application was filed for ASSETMARK CD PLUS with the United States Patent and Trademark Office. The USPTO has given the ASSETMARK CD PLUS trademark a serial number of 99282997. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Wednesday, January 7, 2026. This trademark is owned by AssetMark, Inc.. The ASSETMARK CD PLUS trademark is filed in the Insurance & Financial Services category with the following description:
Financial and investment services, namely, financial asset management services; financial asset management; investment fund management services; banking services namely, deposit account services; Financial services, namely, allocation of funds to and placement of funds in deposit accounts; Financial investment in the field of certificates of deposit (CD) with banks and financial institutions being banking services featuring the provision of certificates of deposit; FDIC insurance claim processing services
General Information
| Serial Number | 99282997 |
| Word Mark | ASSETMARK CD PLUS |
| Filing Date | Monday, July 14, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Wednesday, January 7, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| NOT AVAILABLE | "CD" |
| Goods and Services | Financial and investment services, namely, financial asset management services; financial asset management; investment fund management services; banking services namely, deposit account services; Financial services, namely, allocation of funds to and placement of funds in deposit accounts; Financial investment in the field of certificates of deposit (CD) with banks and financial institutions being banking services featuring the provision of certificates of deposit; FDIC insurance claim processing services |
| Pseudo Mark | ASSET MARK CD PLUS |
Classification Information
| 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 | Monday, July 14, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, August 9, 2024 |
| First Use In Commerce Date | Friday, August 9, 2024 |
Trademark Owner History
| Party Name | AssetMark, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Concord, CA 94520 |
Trademark Events
| Event Date | Event Description |
| Monday, July 14, 2025 | NEW APPLICATION ENTERED |
| Monday, July 14, 2025 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, November 19, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, December 2, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, December 3, 2025 | NON-FINAL ACTION WRITTEN |
| Wednesday, December 3, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, December 3, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, January 7, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, January 7, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, January 7, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
