| Serial Number | 88875451 |
| Word Mark | ASSETMARK INSTITUTIONAL |
| Filing Date | Thursday, April 16, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 24, 2022 |
| Registration Number | 6732371 |
| Registration Date | Tuesday, May 24, 2022 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 5, 2021 |
| Goods and Services | Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; providing financial portfolio management and counseling services for professional investment advisors and their clients via a global computer network; 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 analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk-management consultation |
| NOT AVAILABLE | "INSTITUTIONAL" |
| 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 | Monday, April 27, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, March 10, 2021 |
| First Use In Commerce Date | Wednesday, March 10, 2021 |
| 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 | Monday, April 27, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, March 10, 2021 |
| First Use In Commerce Date | Wednesday, March 10, 2021 |
| 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 |
| Monday, April 20, 2020 | NEW APPLICATION ENTERED |
| Tuesday, July 7, 2020 | ASSIGNED TO EXAMINER |
| Wednesday, July 8, 2020 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Monday, April 27, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, July 8, 2020 | PRIORITY ACTION WRITTEN |
| Wednesday, July 8, 2020 | PRIORITY ACTION E-MAILED |
| Monday, November 9, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, November 9, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 10, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, November 30, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, January 5, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, December 16, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 5, 2021 | PUBLISHED FOR OPPOSITION |
| 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 |
| Tuesday, March 2, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, March 1, 2022 | SOU EXTENSION 2 FILED |
| Wednesday, September 1, 2021 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, September 1, 2021 | SOU EXTENSION 1 FILED |
| Wednesday, September 1, 2021 | SOU EXTENSION 1 GRANTED |
| Friday, September 3, 2021 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, March 1, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, March 1, 2022 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, March 1, 2022 | USE AMENDMENT FILED |
| Saturday, March 12, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Saturday, March 12, 2022 | SOU EXTENSION 2 GRANTED |
| Saturday, March 12, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, March 15, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, April 12, 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, April 13, 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, May 24, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, September 18, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, May 24, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |