ASSETMARK PORTFOLIOENGINE Trademark

Trademark Overview

On Friday, April 22, 2016, a trademark application was filed for ASSETMARK PORTFOLIOENGINE with the United States Patent and Trademark Office. The USPTO has given the ASSETMARK PORTFOLIOENGINE trademark a serial number of 87011481. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Monday, June 5, 2023. This trademark is owned by AssetMark, Inc.. The ASSETMARK PORTFOLIOENGINE trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients
assetmark portfolioengine

General Information

Serial Number87011481
Word MarkASSETMARK PORTFOLIOENGINE
Filing DateFriday, April 22, 2016
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateMonday, June 5, 2023
Registration Number5211989
Registration DateTuesday, May 30, 2017
Mark Drawing5 - Drawing with word(s) / letter(s) / number(s) in Stylized form
Published for Opposition DateTuesday, March 14, 2017

Trademark Statements

Description of MarkThe mark consists of the word "ASSETMARK" in stylized capital letters above the word "PORTFOLIOENGINE" in stylized letters.
Indication of Colors claimedColor is not claimed as a feature of the mark.
Goods and ServicesProviding online non-downloadable software for portfolio construction, management, and financial analysis for professional investment advisors and their clients

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 DateWednesday, April 27, 2016
Primary Code042
First Use Anywhere DateMonday, March 28, 2016
First Use In Commerce DateMonday, March 28, 2016

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, April 26, 2016NEW APPLICATION ENTERED
Monday, August 8, 2016ASSIGNED TO EXAMINER
Monday, August 8, 2016NON-FINAL ACTION WRITTEN
Monday, August 8, 2016NON-FINAL ACTION E-MAILED
Wednesday, April 27, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, August 8, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, February 1, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 30, 2017REGISTERED-PRINCIPAL REGISTER
Friday, January 20, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, January 20, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, January 20, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 22, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 14, 2017PUBLISHED FOR OPPOSITION
Tuesday, March 14, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Wednesday, January 27, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, February 23, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, February 23, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, February 23, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, February 23, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, February 23, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 23, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, May 30, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, November 28, 2022TEAS SECTION 8 & 15 RECEIVED
Wednesday, December 27, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, June 5, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, June 5, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, September 18, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, June 5, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Related Keywords

portfolioengine assetmark professional analysis investment advisors clients their financial management downloadable online