| Serial Number | 98107221 |
| Word Mark | ASSETMARK PORTFOLIO SOLUTIONS |
| Filing Date | Friday, July 28, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, July 2, 2024 |
| 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 | Tuesday, May 7, 2024 |
| Pseudo Mark | ASSET MARK PORTFOLIO SOLUTIONS |
| Goods and Services | Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; 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 risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial risk assessment |
| NOT AVAILABLE | "PORTFOLIO 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 | Monday, August 28, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, August 28, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 |
| Tuesday, August 1, 2023 | NEW APPLICATION ENTERED |
| Monday, August 28, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 12, 2023 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Thursday, February 1, 2024 | ASSIGNED TO LIE |
| Thursday, February 1, 2024 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
| Friday, March 29, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, March 29, 2024 | ASSIGNED TO EXAMINER |
| Friday, March 29, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, March 29, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Friday, March 29, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Friday, March 29, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 17, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 7, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 2, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, May 7, 2024 | PUBLISHED FOR OPPOSITION |