| Serial Number | 88233565 |
| Word Mark | ASSETMARK GUIDED INCOME SOLUTIONS |
| Filing Date | Tuesday, December 18, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 17, 2020 |
| Registration Number | 6201074 |
| Registration Date | Tuesday, November 17, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 8, 2019 |
| Pseudo Mark | ASSET MARK GUIDED INCOME SOLUTIONS |
| Goods and Services | Providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; investment management and advisory services for individuals, namely, retirement income planning; providing financial investment advisory services for others to generate retirement income |
| NOT AVAILABLE | "GUIDED INCOME SOLUTIONS" |
| Goods and Services | Providing online non-downloadable software for portfolio construction, management, and financial analysis for use by 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 |
| 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 | Thursday, January 10, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 31, 2019 |
| First Use In Commerce Date | Tuesday, February 5, 2019 |
| 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 | Thursday, January 10, 2019 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, January 31, 2019 |
| First Use In Commerce Date | Tuesday, February 5, 2019 |
| 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 |
| Thursday, March 14, 2019 | NON-FINAL ACTION WRITTEN |
| Friday, December 21, 2018 | NEW APPLICATION ENTERED |
| Thursday, January 10, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 14, 2019 | ASSIGNED TO EXAMINER |
| Thursday, March 14, 2019 | NON-FINAL ACTION E-MAILED |
| Thursday, March 14, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 9, 2019 | ASSIGNED TO EXAMINER |
| Thursday, August 22, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, August 22, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, August 23, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, August 27, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, September 3, 2019 | ASSIGNED TO LIE |
| Tuesday, December 3, 2019 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, September 18, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 8, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 8, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, May 27, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, May 27, 2020 | SOU EXTENSION 1 FILED |
| Wednesday, May 27, 2020 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, June 10, 2020 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, July 6, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 27, 2020 | USE AMENDMENT FILED |
| Wednesday, June 10, 2020 | SOU EXTENSION 1 GRANTED |
| Tuesday, June 9, 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, June 11, 2020 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Monday, July 6, 2020 | SU - NON-FINAL ACTION - WRITTEN |
| Monday, July 6, 2020 | NON-FINAL ACTION E-MAILED |
| Wednesday, August 19, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, August 25, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, August 25, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, October 9, 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, October 10, 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, November 17, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 23, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, February 23, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, February 23, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, February 23, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, February 23, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, February 23, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, September 18, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |